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 4-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 | $82,979 | $161,352-48.6% | $134,172-38.2% | $137,256-39.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 20.09% | 28.72%-8.6pp | 25.30%-5.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,003 | $4,099-51.1% | $3,420-41.4% | $4,156-51.8% |
| Participant deferral / active EE | $9,538 | $5,552+71.8% | $4,690+103.3% | $6,407+48.9% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |