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 | $4,312 | $67,823-93.6% | $52,425-91.8% | $137,256-96.9% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 18.73% | 219.11%-200.4pp | 302.12%-283.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $140 | $2,288-93.9% | $1,790-92.2% | $6,407-97.8% |
| Admin fee / account holder | $174 | $2,844-93.9% | $2,495-93.0% | $12,270-98.6% |