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 | $21,049 | $172,111-87.8% | $150,298-86.0% | $137,256-84.7% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 29.04% | 69.37%-40.3pp | 62.79%-33.7pp | 220.34%-191.3pp |
| Employer contribution / active EE | $948 | $4,636-79.5% | $4,154-77.2% | $4,156-77.2% |
| Participant deferral / active EE | $2,249 | $6,166-63.5% | $5,453-58.8% | $6,407-64.9% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |