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 | $16,942 | $149,040-88.6% | $120,225-85.9% | $137,256-87.7% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 28.88% | 605.68%-576.8pp | 439.23%-410.3pp | 220.34%-191.5pp |
| Employer contribution / active EE | $731 | $4,350-83.2% | $3,475-79.0% | $4,156-82.4% |
| Participant deferral / active EE | $2,177 | $4,655-53.2% | $3,999-45.6% | $6,407-66.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |