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 4-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 | $14,905 | $58,627-74.6% | $76,735-80.6% | $82,448-81.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 69.5%-47.3pp | 68.1%-45.8pp |
| Annual return | 22.07% | 39.10%-17.0pp | 29.77%-7.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $994 | $3,134-68.3% | $4,088-75.7% | $4,139-76.0% |
| Admin fee / account holder | $27 | $5,323-99.5% | $7,189-99.6% | $7,234-99.6% |