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 | $2,072 | $50,820-95.9% | $155,567-98.7% | $77,671-97.3% |
| Participation rate | 5.5% | 63.1%-57.7pp | 78.2%-72.7pp | 70.6%-65.1pp |
| Annual return | 41.16% | 34.85%+6.3pp | 64.74%-23.6pp | 31.21%+10.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $92 | $2,823-96.8% | $5,628-98.4% | $4,648-98.0% |
| Admin fee / account holder | $49 | $436-88.7% | $15,916-99.7% | $430-88.5% |