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 | $12,973 | $47,479-72.7% | $62,929-79.4% | $82,448-84.3% |
| Participation rate | 23.5% | 66.9%-43.3pp | 73.1%-49.6pp | 68.1%-44.5pp |
| Annual return | 30.43% | 20.34%+10.1pp | 1063.93%-1033.5pp | 41.64%-11.2pp |
| Employer contribution / active EE | $157 | $1,885-91.7% | $2,505-93.7% | $2,551-93.8% |
| Participant deferral / active EE | $843 | $2,870-70.6% | $3,888-78.3% | $4,139-79.6% |
| Admin fee / account holder | $264 | $3,804-93.1% | $5,065-94.8% | $7,234-96.4% |