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 7-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 | $59,089 | $106,749-44.6% | $145,433-59.4% | $82,448-28.3% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 21.06% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $903 | $3,444-73.8% | $4,554-80.2% | $2,551-64.6% |
| Participant deferral / active EE | $4,812 | $6,519-26.2% | $7,897-39.1% | $4,139+16.3% |
| Admin fee / account holder | $214 | $8,390-97.4% | $13,129-98.4% | $7,234-97.0% |