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 | $28,219 | $68,097-58.6% | $62,929-55.2% | $137,256-79.4% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 19.52% | 1859.11%-1839.6pp | 1063.93%-1044.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $951 | $2,811-66.2% | $2,505-62.0% | $4,156-77.1% |
| Participant deferral / active EE | $3,568 | $4,553-21.6% | $3,888-8.2% | $6,407-44.3% |
| Admin fee / account holder | $294 | $6,521-95.5% | $5,065-94.2% | $12,270-97.6% |