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 | $33,049 | $111,814-70.4% | $103,374-68.0% | $145,959-77.4% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 17.63% | 24.77%-7.1pp | 24.89%-7.3pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,908 | $4,214-54.7% | $3,869-50.7% | $4,661-59.1% |
| Participant deferral / active EE | $5,034 | $5,618-10.4% | $5,058-0.5% | $6,689-24.7% |
| Admin fee / account holder | $18 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |