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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $485,274 | $181,894+166.8% | $156,549+210.0% | $273,961+77.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 2.85% | 30.74%-27.9pp | 32.23%-29.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,380 | $6,248-77.9% | $5,501-74.9% | $4,869-71.7% |
| Participant deferral / active EE | $1,380 | $5,550-75.1% | $4,871-71.7% | $5,287-73.9% |
| Admin fee / account holder | $3,139 | $15,559-79.8% | $13,027-75.9% | $10,132-69.0% |