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 | $722,725 | $29,319+2365.0% | $52,425+1278.6% | $82,448+776.6% |
| Participation rate | 17.9% | 46.9%-29.0pp | 55.6%-37.8pp | 68.1%-50.2pp |
| Annual return | 21.01% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,218 | $586+278.2% | $914+142.6% | $2,551-13.1% |
| Participant deferral / active EE | $3,334 | $1,171+184.6% | $1,790+86.2% | $4,139-19.5% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |