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 | $19,990 | $57,590-65.3% | $86,233-76.8% | $82,448-75.8% |
| Participation rate | 1.8% | 57.9%-56.0pp | 69.0%-67.2pp | 68.1%-66.2pp |
| Annual return | 18.28% | 22.41%-4.1pp | 61.39%-43.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $122 | $3,080-96.0% | $4,559-97.3% | $4,139-97.0% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |