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 | $279,782 | $209,411+33.6% | $178,490+56.7% | $158,922+76.0% |
| Participation rate | 20.0% | 86.3%-66.3pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 14.50% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,320 | $5,706-76.9% | $5,011-73.7% | $4,761-72.3% |
| Participant deferral / active EE | $1,087 | $5,954-81.7% | $5,202-79.1% | $5,982-81.8% |
| Admin fee / account holder | $573 | $17,074-96.6% | $13,984-95.9% | $11,246-94.9% |