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.
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 | $2,338 | $88,672-97.4% | $105,223-97.8% | $82,448-97.2% |
| Participation rate | 41.2% | 67.9%-26.7pp | 75.0%-33.9pp | 68.1%-26.9pp |
| Annual return | 25.02% | 30.86%-5.8pp | 180.65%-155.6pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $393 | $4,036-90.3% | $5,072-92.3% | $4,139-90.5% |
| Admin fee / account holder | $202 | $7,146-97.2% | $8,859-97.7% | $7,234-97.2% |