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 4-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 | $10,360 | $102,245-89.9% | $89,340-88.4% | $137,256-92.5% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 18.39% | 21.89%-3.5pp | 20.57%-2.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,390 | $4,436-68.7% | $3,823-63.6% | $6,407-78.3% |
| Admin fee / account holder | $132 | $8,085-98.4% | $6,704-98.0% | $12,270-98.9% |