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 10-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 | $13,583 | $67,823-80.0% | $52,425-74.1% | $137,256-90.1% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 18.12% | 219.11%-201.0pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,185 | $1,163+1.9% | $914+29.6% | $4,156-71.5% |
| Participant deferral / active EE | $4,422 | $2,288+93.3% | $1,790+147.0% | $6,407-31.0% |
| Admin fee / account holder | $133 | $2,844-95.3% | $2,495-94.7% | $12,270-98.9% |