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 | $262,506 | $214,378+22.4% | $200,582+30.9% | $142,382+84.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.04% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,402 | $6,841-79.5% | $6,419-78.2% | $4,299-67.4% |
| Participant deferral / active EE | $1,755 | $9,865-82.2% | $9,331-81.2% | $6,507-73.0% |
| Admin fee / account holder | $10,932 | $17,692-38.2% | $16,305-33.0% | $12,624-13.4% |