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 | $300,786 | $88,751+238.9% | $81,812+267.7% | $145,922+106.1% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 7.39% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $371 | $3,083-88.0% | $2,912-87.3% | $4,660-92.0% |
| Participant deferral / active EE | $590 | $4,643-87.3% | $4,319-86.3% | $6,688-91.2% |
| Admin fee / account holder | $32,258 | $8,415+283.3% | $7,386+336.7% | $13,397+140.8% |