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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,783 | $80,812-95.3% | $160,784-97.6% | $82,448-95.4% |
| Participation rate | 49.4% | 66.2%-16.8pp | 77.0%-27.6pp | 68.1%-18.7pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,080 | $4,335-52.0% | $6,293-66.9% | $4,139-49.7% |
| Admin fee / account holder | $51 | $7,695-99.3% | $9,717-99.5% | $7,234-99.3% |