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 8-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 | $70,143 | $76,407-8.2% | $150,298-53.3% | $82,448-14.9% |
| Participation rate | 7.2% | 66.4%-59.2pp | 77.8%-70.5pp | 68.1%-60.8pp |
| Annual return | 20.32% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $440 | $2,614-83.2% | $4,154-89.4% | $2,551-82.7% |
| Participant deferral / active EE | $696 | $3,214-78.4% | $5,453-87.2% | $4,139-83.2% |
| Admin fee / account holder | $3 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |