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 3-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 | $4,107 | $29,546-86.1% | $56,441-92.7% | $77,671-94.7% |
| Participation rate | 3.9% | 32.7%-28.8pp | 52.5%-48.6pp | 70.6%-66.7pp |
| Annual return | 181.40% | 19.01%+162.4pp | 1704.21%-1522.8pp | 31.21%+150.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $135 | $1,061-87.2% | $1,953-93.1% | $4,648-97.1% |
| Admin fee / account holder | $153 | $1,046-85.3% | $2,829-94.6% | $430-64.3% |