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.
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 | $12,668 | $112,729-88.8% | $98,716-87.2% | $137,256-90.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 20.13% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $497 | $2,725-81.8% | $2,279-78.2% | $4,156-88.0% |
| Participant deferral / active EE | $709 | $4,640-84.7% | $4,048-82.5% | $6,407-88.9% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |