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.
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 | $242 | $29,051-99.2% | $52,425-99.5% | $67,986-99.6% |
| Participation rate | 69.7% | 30.4%+39.2pp | 55.6%+14.0pp | 57.2%+12.5pp |
| Annual return | 315.57% | 24.00%+291.6pp | 302.12%+13.4pp | 31.67%+283.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $153 | $873-82.5% | $1,790-91.4% | $3,358-95.4% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |