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.
Annual investment return 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 | $113,409 | $52,353+116.6% | $120,225-5.7% | $82,448+37.6% |
| Participation rate | 45.7% | 58.3%-12.6pp | 69.6%-23.9pp | 68.1%-22.4pp |
| Annual return | 5.52% | 61.85%-56.3pp | 439.23%-433.7pp | 41.64%-36.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,997 | $2,627-24.0% | $3,999-50.0% | $4,139-51.7% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |