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 4-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.
Participant 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 | $10,044 | $29,319-65.7% | $52,425-80.8% | $82,448-87.8% |
| Participation rate | 9.8% | 46.9%-37.1pp | 55.6%-45.8pp | 68.1%-58.3pp |
| Annual return | 21.44% | 535.20%-513.8pp | 302.12%-280.7pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $222 | $1,171-81.0% | $1,790-87.6% | $4,139-94.6% |
| Admin fee / account holder | $98 | $1,962-95.0% | $2,495-96.1% | $7,234-98.6% |