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.
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 | $17,774 | $124,425-85.7% | $112,040-84.1% | $137,256-87.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,269 | $3,411-62.8% | $2,954-57.0% | $4,156-69.5% |
| Participant deferral / active EE | $3,269 | $5,718-42.8% | $5,098-35.9% | $6,407-49.0% |
| Admin fee / account holder | $105 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |