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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,251 | $58,923-91.1% | $97,167-94.6% | $74,546-93.0% |
| Participation rate | 48.9% | 63.6%-14.7pp | 72.7%-23.8pp | 67.2%-18.3pp |
| Annual return | 13.55% | 16.04%-2.5pp | 75.27%-61.7pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $457 | $1,894-75.9% | $2,729-83.2% | $2,624-82.6% |
| Participant deferral / active EE | $1,090 | $3,664-70.2% | $4,264-74.4% | $4,347-74.9% |
| Admin fee / account holder | $29 | $1,974-98.5% | $5,650-99.5% | $1,944-98.5% |