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 7-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 | $2,056,512 | $239,571+758.4% | $183,328+1021.8% | $137,256+1398.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 12.39% | 35.69%-23.3pp | 29.67%-17.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,800 | $6,148-70.7% | $5,055-64.4% | $4,156-56.7% |
| Participant deferral / active EE | $15,500 | $7,995+93.9% | $6,795+128.1% | $6,407+141.9% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |