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 | $37,362 | $67,823-44.9% | $52,425-28.7% | $137,256-72.8% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 20.64% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $532 | $1,163-54.3% | $914-41.8% | $4,156-87.2% |
| Participant deferral / active EE | $3,875 | $2,288+69.4% | $1,790+116.5% | $6,407-39.5% |
| Admin fee / account holder | $188 | $2,844-93.4% | $2,495-92.4% | $12,270-98.5% |