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.
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 | $268,650 | $126,519+112.3% | $106,201+153.0% | $145,959+84.1% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 19.25% | 225.10%-205.9pp | 116.26%-97.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $3,270 | $3,726-12.2% | $3,170+3.2% | $4,661-29.8% |
| Participant deferral / active EE | $6,610 | $5,716+15.6% | $5,012+31.9% | $6,689-1.2% |
| Admin fee / account holder | $5 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |