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 10-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 | $165,788 | $88,672+87.0% | $105,223+57.6% | $82,448+101.1% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 16.52% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $800 | $3,048-73.7% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $2,480 | $4,036-38.5% | $5,072-51.1% | $4,139-40.1% |
| Admin fee / account holder | $13 | $7,146-99.8% | $8,859-99.9% | $7,234-99.8% |