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 3-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 | $17,144 | $47,479-63.9% | $62,929-72.8% | $82,448-79.2% |
| Participation rate | 27.3% | 66.9%-39.6pp | 73.1%-45.8pp | 68.1%-40.8pp |
| Annual return | 14.99% | 20.34%-5.4pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $471 | $2,870-83.6% | $3,888-87.9% | $4,139-88.6% |
| Admin fee / account holder | $32 | $3,804-99.2% | $5,065-99.4% | $7,234-99.6% |