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 | $5,815 | $102,245-94.3% | $89,340-93.5% | $137,256-95.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 0.00% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,800 | $4,436-59.4% | $3,823-52.9% | $6,407-71.9% |
| Admin fee / account holder | $8 | $8,085-99.9% | $6,704-99.9% | $12,270-99.9% |