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 5-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 | $11,247 | $29,319-61.6% | $52,425-78.5% | $82,448-86.4% |
| Participation rate | 32.6% | 46.9%-14.2pp | 55.6%-23.0pp | 68.1%-35.5pp |
| Annual return | 18.92% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $181 | $586-69.1% | $914-80.2% | $2,551-92.9% |
| Participant deferral / active EE | $420 | $1,171-64.2% | $1,790-76.6% | $4,139-89.9% |
| Admin fee / account holder | $140 | $1,962-92.9% | $2,495-94.4% | $7,234-98.1% |