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 | $208,424 | $111,535+86.9% | $105,223+98.1% | $137,256+51.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 19.59% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $228 | $3,939-94.2% | $3,689-93.8% | $4,156-94.5% |
| Participant deferral / active EE | $2,075 | $5,500-62.3% | $5,072-59.1% | $6,407-67.6% |
| Admin fee / account holder | $7 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |