See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $400,733 | $115,882+245.8% | $100,516+298.7% | $158,922+152.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 13.07% | 34.79%-21.7pp | 30.89%-17.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $532 | $4,103-87.0% | $3,418-84.4% | $4,761-88.8% |
| Participant deferral / active EE | $1,347 | $6,674-79.8% | $6,270-78.5% | $5,982-77.5% |
| Admin fee / account holder | $14,839 | $10,995+35.0% | $8,081+83.6% | $11,246+32.0% |