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 | $28,014 | $47,479-41.0% | $62,929-55.5% | $82,448-66.0% |
| Participation rate | 28.6% | 66.9%-38.3pp | 73.1%-44.5pp | 68.1%-39.5pp |
| Annual return | 17.39% | 20.34%-3.0pp | 1063.93%-1046.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $556 | $1,885-70.5% | $2,505-77.8% | $2,551-78.2% |
| Participant deferral / active EE | $1,721 | $2,870-40.0% | $3,888-55.7% | $4,139-58.4% |
| Admin fee / account holder | $295 | $3,804-92.2% | $5,065-94.2% | $7,234-95.9% |