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 | $46,416 | $112,729-58.8% | $98,716-53.0% | $137,256-66.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 17.38% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,100 | $2,725-22.9% | $2,279-7.8% | $4,156-49.5% |
| Participant deferral / active EE | $4,200 | $4,640-9.5% | $4,048+3.8% | $6,407-34.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |