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 | $0 | $88,672-100.0% | $105,223-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.0%-75.0pp | 68.1%-68.1pp |
| Annual return | 19.66% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,032 | $3,048-33.3% | $3,689-44.9% | $2,551-20.3% |
| Participant deferral / active EE | $3,950 | $4,036-2.1% | $5,072-22.1% | $4,139-4.6% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |