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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,235,241 | $252,625+1180.7% | $220,144+1369.6% | $382,429+746.0% |
| Participation rate | 10.0% | 88.1%-78.1pp | 84.8%-74.8pp | 87.7%-77.7pp |
| Annual return | 1.35% | -1.59%+2.9pp | -0.63%+2.0pp | 248.85%-247.5pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $17,846-100.0% | $15,617-100.0% | $30,732-100.0% |