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 | $52,834 | $87,166-39.4% | $76,735-31.1% | $137,256-61.5% |
| Participation rate | 69.6% | 74.4%-4.8pp | 69.5%+0.1pp | 80.0%-10.4pp |
| Annual return | 15.84% | 26.50%-10.7pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $291 | $2,904-90.0% | $2,454-88.1% | $4,156-93.0% |
| Participant deferral / active EE | $3,275 | $4,726-30.7% | $4,088-19.9% | $6,407-48.9% |
| Admin fee / account holder | $15 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |