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 6-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 | $25,146 | $97,125-74.1% | $86,233-70.8% | $137,256-81.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 22.44% | 74.19%-51.7pp | 61.39%-39.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,200 | $2,841-57.8% | $2,504-52.1% | $4,156-71.1% |
| Participant deferral / active EE | $2,775 | $5,180-46.4% | $4,559-39.1% | $6,407-56.7% |
| Admin fee / account holder | $11 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |