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 | $281,812 | $154,117+82.9% | $129,995+116.8% | $139,434+102.1% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.5%-48.5pp | 80.3%-50.3pp |
| Annual return | 18.42% | 32.48%-14.1pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4 | $6,710-99.9% | $5,820-99.9% | $6,710-99.9% |
| Admin fee / account holder | $1,500 | $14,007-89.3% | $10,614-85.9% | $11,403-86.8% |