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.
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 | $516 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 46.3% | 46.9%-0.6pp | 55.6%-9.3pp | 68.1%-21.8pp |
| Annual return | 17.50% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $316 | $1,171-73.0% | $1,790-82.3% | $4,139-92.4% |
| Admin fee / account holder | $199 | $1,962-89.9% | $2,495-92.0% | $7,234-97.3% |