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 | $18,760 | $112,729-83.4% | $98,716-81.0% | $137,256-86.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 18.45% | 38.48%-20.0pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $675 | $2,725-75.2% | $2,279-70.4% | $4,156-83.8% |
| Participant deferral / active EE | $1,365 | $4,640-70.6% | $4,048-66.3% | $6,407-78.7% |
| Admin fee / account holder | $131 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |