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 | $43,940 | $97,125-54.8% | $86,233-49.0% | $137,256-68.0% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 122.29% | 74.19%+48.1pp | 61.39%+60.9pp | 220.34%-98.1pp |
| Employer contribution / active EE | $902 | $2,841-68.3% | $2,504-64.0% | $4,156-78.3% |
| Participant deferral / active EE | $6,645 | $5,180+28.3% | $4,559+45.8% | $6,407+3.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |