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 | $10,941 | $73,787-85.2% | $98,716-88.9% | $82,448-86.7% |
| Participation rate | 34.9% | 61.4%-26.5pp | 69.3%-34.4pp | 68.1%-33.2pp |
| Annual return | 17.02% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $687 | $1,511-54.5% | $2,279-69.8% | $2,551-73.1% |
| Participant deferral / active EE | $951 | $3,081-69.1% | $4,048-76.5% | $4,139-77.0% |
| Admin fee / account holder | $159 | $6,500-97.5% | $8,703-98.2% | $7,234-97.8% |