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 10-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 | $44,799 | $29,319+52.8% | $52,425-14.5% | $82,448-45.7% |
| Participation rate | 4.1% | 46.9%-42.8pp | 55.6%-51.5pp | 68.1%-64.0pp |
| Annual return | 14.74% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $579 | $1,171-50.6% | $1,790-67.7% | $4,139-86.0% |
| Admin fee / account holder | $253 | $1,962-87.1% | $2,495-89.9% | $7,234-96.5% |