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 | $945,746 | $81,248+1064.0% | $155,509+508.2% | $80,856+1069.7% |
| Participation rate | 10.9% | 66.2%-55.4pp | 78.2%-67.3pp | 67.6%-56.8pp |
| Annual return | 16.91% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $601 | $3,452-82.6% | $5,626-89.3% | $4,296-86.0% |
| Admin fee / account holder | $4,064 | $7,997-49.2% | $15,912-74.5% | $6,918-41.3% |