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 | $41,939 | $111,535-62.4% | $105,223-60.1% | $137,256-69.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 21.67% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,290 | $3,939-67.2% | $3,689-65.0% | $4,156-69.0% |
| Participant deferral / active EE | $5,782 | $5,500+5.1% | $5,072+14.0% | $6,407-9.7% |
| Admin fee / account holder | $2 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |