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 | $37,925 | $87,166-56.5% | $76,735-50.6% | $137,256-72.4% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 20.68% | 26.50%-5.8pp | 29.77%-9.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,349 | $2,904-53.6% | $2,454-45.0% | $4,156-67.5% |
| Participant deferral / active EE | $3,794 | $4,726-19.7% | $4,088-7.2% | $6,407-40.8% |
| Admin fee / account holder | $293 | $8,403-96.5% | $7,189-95.9% | $12,270-97.6% |