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.
Employer 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 | $97,429 | $72,071+35.2% | $68,368+42.5% | $137,256-29.0% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.8%-62.6pp | 80.0%-68.8pp |
| Annual return | 17.25% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $289 | $2,788-89.6% | $2,649-89.1% | $4,156-93.1% |
| Participant deferral / active EE | $1,028 | $4,410-76.7% | $4,123-75.1% | $6,407-84.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |