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 | $64,337 | $172,111-62.6% | $150,298-57.2% | $137,256-53.1% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 22.93% | 69.37%-46.4pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,857 | $4,636-59.9% | $4,154-55.3% | $4,156-55.3% |
| Participant deferral / active EE | $3,809 | $6,166-38.2% | $5,453-30.1% | $6,407-40.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |