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.
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 | $27,035 | $209,336-87.1% | $197,124-86.3% | $137,256-80.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 21.95% | 48.09%-26.1pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $504 | $6,591-92.3% | $6,227-91.9% | $4,156-87.9% |
| Participant deferral / active EE | $6,669 | $9,614-30.6% | $9,135-27.0% | $6,407+4.1% |
| Admin fee / account holder | $2 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |