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.
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 | $9,866 | $111,814-91.2% | $93,654-89.5% | $145,959-93.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.92% | 203.30%-195.4pp | 133.34%-125.4pp | 561.95%-554.0pp |
| Employer contribution / active EE | $909 | $3,092-70.6% | $2,421-62.5% | $4,661-80.5% |
| Participant deferral / active EE | $1,505 | $4,914-69.4% | $4,413-65.9% | $6,689-77.5% |
| Admin fee / account holder | $179 | $10,246-98.3% | $8,282-97.8% | $13,398-98.7% |