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 | $276,798 | $165,335+67.4% | $149,696+84.9% | $158,922+74.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 26.90% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,939 | $5,103-62.0% | $4,644-58.2% | $4,761-59.3% |
| Participant deferral / active EE | $1,532 | $7,181-78.7% | $6,842-77.6% | $5,982-74.4% |
| Admin fee / account holder | $4,732 | $10,807-56.2% | $9,309-49.2% | $11,246-57.9% |