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 | $656,493 | $165,335+297.1% | $149,696+338.6% | $158,922+313.1% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 22.45% | 348.15%-325.7pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,294 | $5,103-74.6% | $4,644-72.1% | $4,761-72.8% |
| Participant deferral / active EE | $1,617 | $7,181-77.5% | $6,842-76.4% | $5,982-73.0% |
| Admin fee / account holder | $4,935 | $10,807-54.3% | $9,309-47.0% | $11,246-56.1% |