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 | $356,945 | $114,047+213.0% | $96,139+271.3% | $167,490+113.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 19.83% | 189.88%-170.0pp | 191.94%-172.1pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,004 | $3,427-70.7% | $2,797-64.1% | $4,837-79.2% |
| Participant deferral / active EE | $925 | $5,194-82.2% | $4,349-78.7% | $6,341-85.4% |
| Admin fee / account holder | $2,436 | $6,897-64.7% | $5,537-56.0% | $12,309-80.2% |