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 5-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 | $433,598 | $180,749+139.9% | $160,784+169.7% | $137,256+215.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.91% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,290 | $4,155+3.2% | $3,733+14.9% | $4,156+3.2% |
| Participant deferral / active EE | $4,290 | $6,844-37.3% | $6,293-31.8% | $6,407-33.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |