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 | $3,963 | $65,246-93.9% | $98,716-96.0% | $67,986-94.2% |
| Participation rate | 3.5% | 51.4%-47.9pp | 69.3%-65.7pp | 57.2%-53.7pp |
| Annual return | 39.85% | 20.58%+19.3pp | 31.81%+8.0pp | 31.67%+8.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $78 | $2,594-97.0% | $4,048-98.1% | $3,358-97.7% |
| Admin fee / account holder | $11 | $4,561-99.8% | $8,703-99.9% | $3,203-99.7% |