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 | $450,276 | $142,344+216.3% | $119,609+276.5% | $134,475+234.8% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | 3.10% | -12.44%+15.5pp | -14.97%+18.1pp | 417.96%-414.9pp |
| Employer contribution / active EE | $3,449 | $5,222-34.0% | $4,232-18.5% | $4,740-27.2% |
| Participant deferral / active EE | $391 | $6,469-94.0% | $5,602-93.0% | $6,400-93.9% |
| Admin fee / account holder | $23,227 | $13,584+71.0% | $10,323+125.0% | $11,426+103.3% |