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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,695 | $178,174-7.6% | $156,181+5.5% | $137,256+20.0% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 15.75% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $471 | $4,972-90.5% | $4,294-89.0% | $4,156-88.7% |
| Participant deferral / active EE | $4,773 | $6,888-30.7% | $6,132-22.2% | $6,407-25.5% |
| Admin fee / account holder | $1 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |