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 | $23,758 | $132,634-82.1% | $115,768-79.5% | $137,256-82.7% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 14.51% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $841 | $3,360-75.0% | $2,940-71.4% | $4,156-79.8% |
| Participant deferral / active EE | $1,469 | $5,619-73.9% | $4,917-70.1% | $6,407-77.1% |
| Admin fee / account holder | $38 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |