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 6-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 | $2,559 | $149,040-98.3% | $120,225-97.9% | $137,256-98.1% |
| Participation rate | 45.8% | 75.4%-29.6pp | 69.6%-23.7pp | 80.0%-34.1pp |
| Annual return | 23.72% | 605.68%-582.0pp | 439.23%-415.5pp | 220.34%-196.6pp |
| Employer contribution / active EE | $139 | $4,350-96.8% | $3,475-96.0% | $4,156-96.7% |
| Participant deferral / active EE | $613 | $4,655-86.8% | $3,999-84.7% | $6,407-90.4% |
| Admin fee / account holder | $15 | $6,348-99.8% | $5,696-99.7% | $12,270-99.9% |