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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $785,373 | $176,056+346.1% | $159,436+392.6% | $167,490+368.9% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 5.98% | 331.75%-325.8pp | 263.57%-257.6pp | 478.56%-472.6pp |
| Employer contribution / active EE | $3,693 | $5,297-30.3% | $4,829-23.5% | $4,837-23.7% |
| Participant deferral / active EE | $2,335 | $7,750-69.9% | $7,352-68.2% | $6,341-63.2% |
| Admin fee / account holder | $1,580 | $12,554-87.4% | $10,799-85.4% | $12,309-87.2% |