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 | $9,671 | $34,932-72.3% | $56,441-82.9% | $74,546-87.0% |
| Participation rate | 4.5% | 32.9%-28.3pp | 52.5%-48.0pp | 67.2%-62.7pp |
| Annual return | 16.61% | 24.90%-8.3pp | 1704.21%-1687.6pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $135 | $1,173-88.5% | $1,953-93.1% | $4,347-96.9% |
| Admin fee / account holder | $111 | $2,359-95.3% | $2,829-96.1% | $1,944-94.3% |