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 | $626,473 | $114,381+447.7% | $107,525+482.6% | $142,382+340.0% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 15.87% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $571 | $4,015-85.8% | $3,754-84.8% | $4,299-86.7% |
| Participant deferral / active EE | $4,429 | $5,564-20.4% | $5,116-13.4% | $6,507-31.9% |
| Admin fee / account holder | $5,707 | $9,860-42.1% | $8,919-36.0% | $12,624-54.8% |