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 | $15,094 | $112,729-86.6% | $98,716-84.7% | $137,256-89.0% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 26.06% | 38.48%-12.4pp | 31.81%-5.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,279 | $2,725-53.1% | $2,279-43.9% | $4,156-69.2% |
| Participant deferral / active EE | $1,279 | $4,640-72.4% | $4,048-68.4% | $6,407-80.0% |
| Admin fee / account holder | $12 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |