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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,896 | $132,634-93.3% | $115,768-92.3% | $137,256-93.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 15.38% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $402 | $3,360-88.0% | $2,940-86.3% | $4,156-90.3% |
| Participant deferral / active EE | $2,157 | $5,619-61.6% | $4,917-56.1% | $6,407-66.3% |
| Admin fee / account holder | $83 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |