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 | $49,732 | $67,823-26.7% | $52,425-5.1% | $137,256-63.8% |
| Participation rate | 47.1% | 63.9%-16.8pp | 55.6%-8.6pp | 80.0%-32.9pp |
| Annual return | 25.00% | 219.11%-194.1pp | 302.12%-277.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,106 | $1,163-4.9% | $914+21.0% | $4,156-73.4% |
| Participant deferral / active EE | $3,815 | $2,288+66.7% | $1,790+113.1% | $6,407-40.5% |
| Admin fee / account holder | $185 | $2,844-93.5% | $2,495-92.6% | $12,270-98.5% |