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 | $37,264 | $97,125-61.6% | $86,233-56.8% | $137,256-72.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 26.70% | 74.19%-47.5pp | 61.39%-34.7pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,218 | $2,841-57.1% | $2,504-51.3% | $4,156-70.7% |
| Participant deferral / active EE | $2,408 | $5,180-53.5% | $4,559-47.2% | $6,407-62.4% |
| Admin fee / account holder | $247 | $9,725-97.5% | $8,342-97.0% | $12,270-98.0% |