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 | $1,615 | $76,407-97.9% | $150,298-98.9% | $82,448-98.0% |
| Participation rate | 62.2% | 66.4%-4.2pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 22.04% | 39.99%-18.0pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $459 | $3,214-85.7% | $5,453-91.6% | $4,139-88.9% |
| Admin fee / account holder | $63 | $6,352-99.0% | $14,116-99.6% | $7,234-99.1% |