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 7-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 | $84,043 | $48,277+74.1% | $67,511+24.5% | $80,874+3.9% |
| Participation rate | 31.3% | 66.4%-35.1pp | 72.9%-41.6pp | 67.6%-36.4pp |
| Annual return | 17.73% | 18.27%-0.5pp | 3517.41%-3499.7pp | 35.62%-17.9pp |
| Employer contribution / active EE | $644 | $2,021-68.2% | $2,733-76.4% | $2,756-76.6% |
| Participant deferral / active EE | $630 | $2,926-78.5% | $4,000-84.3% | $4,297-85.3% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |