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 4-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.
Annual investment return 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 | $70,443 | $25,014+181.6% | $69,701+1.1% | $80,874-12.9% |
| Participation rate | 13.5% | 64.2%-50.7pp | 66.4%-52.9pp | 67.6%-54.1pp |
| Annual return | 10.45% | 19.07%-8.6pp | 100.32%-89.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $357 | $993-64.1% | $1,713-79.2% | $2,756-87.0% |
| Participant deferral / active EE | $1,479 | $1,839-19.6% | $2,887-48.8% | $4,297-65.6% |
| Admin fee / account holder | $157 | $2,488-93.7% | $4,717-96.7% | $6,935-97.7% |