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 | $4,546 | $29,319-84.5% | $52,425-91.3% | $82,448-94.5% |
| Participation rate | 43.4% | 46.9%-3.5pp | 55.6%-12.2pp | 68.1%-24.7pp |
| Annual return | 29.75% | 535.20%-505.4pp | 302.12%-272.4pp | 41.64%-11.9pp |
| Employer contribution / active EE | $504 | $586-14.1% | $914-44.9% | $2,551-80.3% |
| Participant deferral / active EE | $711 | $1,171-39.3% | $1,790-60.3% | $4,139-82.8% |
| Admin fee / account holder | $30 | $1,962-98.5% | $2,495-98.8% | $7,234-99.6% |