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 | $5,441 | $29,319-81.4% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 26.5% | 46.9%-20.4pp | 55.6%-29.2pp | 68.1%-41.6pp |
| Annual return | 25.50% | 535.20%-509.7pp | 302.12%-276.6pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $465 | $1,171-60.3% | $1,790-74.0% | $4,139-88.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |