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 | $18,909 | $73,787-74.4% | $98,716-80.8% | $82,448-77.1% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.3%-16.0pp | 68.1%-14.7pp |
| Annual return | 23.92% | 18.57%+5.4pp | 31.81%-7.9pp | 41.64%-17.7pp |
| Employer contribution / active EE | $901 | $1,511-40.4% | $2,279-60.5% | $2,551-64.7% |
| Participant deferral / active EE | $2,358 | $3,081-23.5% | $4,048-41.8% | $4,139-43.0% |
| Admin fee / account holder | $213 | $6,500-96.7% | $8,703-97.6% | $7,234-97.1% |