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 | $12,567 | $78,520-84.0% | $96,576-87.0% | $82,448-84.8% |
| Participation rate | 61.7% | 77.7%-16.0pp | 81.4%-19.7pp | 68.1%-6.3pp |
| Annual return | 32.35% | 41.30%-8.9pp | 38.47%-6.1pp | 41.64%-9.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,390 | $6,754-64.6% | $7,956-70.0% | $4,139-42.2% |
| Admin fee / account holder | $6 | $13,455-100.0% | $11,381-99.9% | $7,234-99.9% |