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 | $64,594 | $210,698-69.3% | $178,014-63.7% | $145,959-55.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 17.33% | 386.27%-368.9pp | 294.80%-277.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $564 | $4,567-87.7% | $3,950-85.7% | $4,661-87.9% |
| Participant deferral / active EE | $5,121 | $6,958-26.4% | $6,276-18.4% | $6,689-23.4% |
| Admin fee / account holder | $294 | $12,016-97.6% | $10,362-97.2% | $13,398-97.8% |