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 | $693,514 | $154,228+349.7% | $145,433+376.9% | $137,256+405.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 25.42% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,618 | $4,804-66.3% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $9,018 | $8,216+9.8% | $7,897+14.2% | $6,407+40.8% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |