Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,277 | $117,859-82.8% | $102,438-80.2% | $145,959-86.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.00% | 31.72%-17.7pp | 29.37%-15.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,483 | $3,615-59.0% | $3,024-51.0% | $4,661-68.2% |
| Participant deferral / active EE | $2,479 | $5,732-56.8% | $5,054-50.9% | $6,689-62.9% |
| Admin fee / account holder | $145 | $13,318-98.9% | $9,448-98.5% | $13,398-98.9% |