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 | $1,126,772 | $176,056+540.0% | $159,436+606.7% | $167,490+572.7% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 12.91% | 331.75%-318.8pp | 263.57%-250.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $15,969 | $5,297+201.5% | $4,829+230.7% | $4,837+230.1% |
| Participant deferral / active EE | $780 | $7,750-89.9% | $7,352-89.4% | $6,341-87.7% |
| Admin fee / account holder | $4,759 | $12,554-62.1% | $10,799-55.9% | $12,309-61.3% |