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 7-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 | $22,697 | $172,111-86.8% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $776 | $6,166-87.4% | $5,453-85.8% | $6,407-87.9% |
| Admin fee / account holder | $89 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |