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 | $4,444 | $112,729-96.1% | $98,716-95.5% | $137,256-96.8% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 33.46% | 38.48%-5.0pp | 31.81%+1.7pp | 220.34%-186.9pp |
| Employer contribution / active EE | $736 | $2,725-73.0% | $2,279-67.7% | $4,156-82.3% |
| Participant deferral / active EE | $845 | $4,640-81.8% | $4,048-79.1% | $6,407-86.8% |
| Admin fee / account holder | $159 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |