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.
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 | $55,776 | $102,382-45.5% | $147,005-62.1% | $80,874-31.0% |
| Participation rate | 45.7% | 75.8%-30.1pp | 82.2%-36.4pp | 67.6%-21.9pp |
| Annual return | 12.07% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,507 | $3,715-59.4% | $4,934-69.5% | $2,756-45.3% |
| Participant deferral / active EE | $2,557 | $6,646-61.5% | $8,070-68.3% | $4,297-40.5% |
| Admin fee / account holder | $60 | $7,942-99.2% | $13,006-99.5% | $6,935-99.1% |