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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,859 | $183,592+37.7% | $155,567+62.5% | $145,959+73.2% |
| Participation rate | 26.3% | 82.7%-56.4pp | 78.2%-51.9pp | 80.3%-54.0pp |
| Annual return | 20.84% | 61.24%-40.4pp | 64.74%-43.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $780 | $5,315-85.3% | $4,674-83.3% | $4,661-83.3% |
| Participant deferral / active EE | $2,119 | $6,464-67.2% | $5,628-62.3% | $6,689-68.3% |
| Admin fee / account holder | $150 | $19,318-99.2% | $15,916-99.1% | $13,398-98.9% |