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 | $32,911 | $34,932-5.8% | $56,441-41.7% | $74,546-55.9% |
| Participation rate | 27.9% | 32.9%-5.0pp | 52.5%-24.6pp | 67.2%-39.3pp |
| Annual return | 14.80% | 24.90%-10.1pp | 1704.21%-1689.4pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,167 | $1,173-0.5% | $1,953-40.2% | $4,347-73.2% |
| Admin fee / account holder | $254 | $2,359-89.2% | $2,829-91.0% | $1,944-86.9% |