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 6-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 | $44,239 | $51,604-14.3% | $129,295-65.8% | $80,874-45.3% |
| Participation rate | 7.7% | 57.0%-49.3pp | 69.6%-61.9pp | 67.6%-60.0pp |
| Annual return | 129.84% | 20.76%+109.1pp | 9429.28%-9299.4pp | 35.62%+94.2pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $371 | $2,670-86.1% | $4,169-91.1% | $4,297-91.4% |
| Admin fee / account holder | $122 | $4,310-97.2% | $7,665-98.4% | $6,935-98.2% |