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 4-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 | $41,947 | $111,814-62.5% | $93,654-55.2% | $145,959-71.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.72% | 203.30%-191.6pp | 133.34%-121.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,308 | $3,092-57.7% | $2,421-46.0% | $4,661-71.9% |
| Participant deferral / active EE | $2,677 | $4,914-45.5% | $4,413-39.3% | $6,689-60.0% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |