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.
Employer 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 | $489,437 | $107,334+356.0% | $92,893+426.9% | $152,861+220.2% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | 197.82% | 145.58%+52.2pp | 109.41%+88.4pp | 345.32%-147.5pp |
| Employer contribution / active EE | $537 | $4,221-87.3% | $3,653-85.3% | $4,762-88.7% |
| Participant deferral / active EE | $3,571 | $4,845-26.3% | $4,236-15.7% | $5,850-39.0% |
| Admin fee / account holder | $638 | $7,079-91.0% | $5,794-89.0% | $11,596-94.5% |