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 | $278,932 | $133,922+108.3% | $116,228+140.0% | $142,382+95.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 16.03% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,054 | $5,672-81.4% | $4,953-78.7% | $6,507-83.8% |
| Admin fee / account holder | $3,054 | $14,945-79.6% | $11,989-74.5% | $12,624-75.8% |