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.
Annual investment return 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 | $317,479 | $159,934+98.5% | $147,005+116.0% | $145,959+117.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.84% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $2,067 | $5,287-60.9% | $4,934-58.1% | $4,661-55.7% |
| Participant deferral / active EE | $7,883 | $8,427-6.5% | $8,070-2.3% | $6,689+17.9% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,398-99.9% |