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 9-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 | $563,839 | $58,234+868.2% | $81,783+589.4% | $80,874+597.2% |
| Participation rate | 20.6% | 63.4%-42.8pp | 72.4%-51.7pp | 67.6%-47.0pp |
| Annual return | 203.22% | 41.70%+161.5pp | 775.05%-571.8pp | 35.62%+167.6pp |
| Employer contribution / active EE | $424 | $2,341-81.9% | $2,913-85.5% | $2,756-84.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $33 | $4,982-99.3% | $7,380-99.6% | $6,935-99.5% |