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 5-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 | $19,742 | $159,934-87.7% | $147,005-86.6% | $145,959-86.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 12.51% | 98.24%-85.7pp | 418.76%-406.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,250 | $5,287-76.4% | $4,934-74.7% | $4,661-73.2% |
| Participant deferral / active EE | $1,875 | $8,427-77.8% | $8,070-76.8% | $6,689-72.0% |
| Admin fee / account holder | $69 | $15,053-99.5% | $13,006-99.5% | $13,398-99.5% |