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 | $33,462 | $100,970-66.9% | $96,576-65.4% | $137,256-75.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 24.74% | 38.16%-13.4pp | 38.47%-13.7pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,563 | $3,809-32.7% | $3,553-27.9% | $4,156-38.3% |
| Participant deferral / active EE | $4,115 | $8,286-50.3% | $7,956-48.3% | $6,407-35.8% |
| Admin fee / account holder | $250 | $11,312-97.8% | $11,381-97.8% | $12,270-98.0% |