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.
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 | $23,544 | $88,672-73.4% | $105,223-77.6% | $82,448-71.4% |
| Participation rate | 25.0% | 67.9%-42.9pp | 75.0%-50.0pp | 68.1%-43.1pp |
| Annual return | 70.51% | 30.86%+39.7pp | 180.65%-110.1pp | 41.64%+28.9pp |
| Employer contribution / active EE | $188 | $3,048-93.8% | $3,689-94.9% | $2,551-92.6% |
| Participant deferral / active EE | $2,397 | $4,036-40.6% | $5,072-52.7% | $4,139-42.1% |
| Admin fee / account holder | $265 | $7,146-96.3% | $8,859-97.0% | $7,234-96.3% |