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 | $6,682 | $76,785-91.3% | $56,441-88.2% | $145,959-95.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 16.57% | 3000.51%-2983.9pp | 1704.21%-1687.6pp | 561.95%-545.4pp |
| Employer contribution / active EE | $165 | $1,381-88.0% | $1,039-84.1% | $4,661-96.5% |
| Participant deferral / active EE | $2,383 | $2,624-9.2% | $1,953+22.0% | $6,689-64.4% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,398-99.7% |