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 | $388,676 | $178,174+118.1% | $156,181+148.9% | $137,256+183.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 5.18% | 84.19%-79.0pp | 64.87%-59.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $2,542 | $4,972-48.9% | $4,294-40.8% | $4,156-38.8% |
| Participant deferral / active EE | $942 | $6,888-86.3% | $6,132-84.6% | $6,407-85.3% |
| Admin fee / account holder | $2,202 | $17,404-87.4% | $14,586-84.9% | $12,270-82.1% |