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 8-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 | $15,885 | $76,785-79.3% | $56,441-71.9% | $145,959-89.1% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 10.28% | 3000.51%-2990.2pp | 1704.21%-1693.9pp | 561.95%-551.7pp |
| Employer contribution / active EE | $63 | $1,381-95.5% | $1,039-94.0% | $4,661-98.7% |
| Participant deferral / active EE | $109 | $2,624-95.9% | $1,953-94.4% | $6,689-98.4% |
| Admin fee / account holder | $243 | $3,334-92.7% | $2,829-91.4% | $13,398-98.2% |