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.
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 | $96,897 | $73,787+31.3% | $98,716-1.8% | $82,448+17.5% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.3%-51.6pp | 68.1%-50.4pp |
| Annual return | 17.33% | 18.57%-1.2pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $111 | $3,081-96.4% | $4,048-97.3% | $4,139-97.3% |
| Admin fee / account holder | $77 | $6,500-98.8% | $8,703-99.1% | $7,234-98.9% |