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.
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 | $4,579 | $97,125-95.3% | $86,233-94.7% | $137,256-96.7% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.0%-4.0pp | 80.0%-15.0pp |
| Annual return | 59.31% | 74.19%-14.9pp | 61.39%-2.1pp | 220.34%-161.0pp |
| Employer contribution / active EE | $693 | $2,841-75.6% | $2,504-72.3% | $4,156-83.3% |
| Participant deferral / active EE | $2,175 | $5,180-58.0% | $4,559-52.3% | $6,407-66.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |