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 5-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 | $9,060 | $29,319-69.1% | $52,425-82.7% | $82,448-89.0% |
| Participation rate | 3.9% | 46.9%-42.9pp | 55.6%-51.7pp | 68.1%-64.1pp |
| Annual return | 20.87% | 535.20%-514.3pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6 | $1,171-99.4% | $1,790-99.6% | $4,139-99.8% |
| Admin fee / account holder | $37 | $1,962-98.1% | $2,495-98.5% | $7,234-99.5% |