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 | $83,649 | $112,729-25.8% | $98,716-15.3% | $137,256-39.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 22.47% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,237 | $2,725-54.6% | $2,279-45.7% | $4,156-70.2% |
| Participant deferral / active EE | $6,982 | $4,640+50.5% | $4,048+72.5% | $6,407+9.0% |
| Admin fee / account holder | $128 | $10,129-98.7% | $8,703-98.5% | $12,270-99.0% |