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 7-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 | $20,331 | $95,453-78.7% | $112,040-81.9% | $82,448-75.3% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 27.10% | 23.92%+3.2pp | 24.52%+2.6pp | 41.64%-14.5pp |
| Employer contribution / active EE | $1,749 | $2,318-24.5% | $2,954-40.8% | $2,551-31.4% |
| Participant deferral / active EE | $3,922 | $4,224-7.1% | $5,098-23.1% | $4,139-5.2% |
| Admin fee / account holder | $293 | $9,013-96.7% | $12,098-97.6% | $7,234-95.9% |