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.
Employer 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 | $419,408 | $209,411+100.3% | $178,490+135.0% | $158,922+163.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 27.39% | 188.75%-161.4pp | 151.07%-123.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,038 | $5,706-81.8% | $5,011-79.3% | $4,761-78.2% |
| Participant deferral / active EE | $2,912 | $5,954-51.1% | $5,202-44.0% | $5,982-51.3% |
| Admin fee / account holder | $20,965 | $17,074+22.8% | $13,984+49.9% | $11,246+86.4% |