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 5-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 | $287,326 | $111,724+157.2% | $93,606+207.0% | $145,922+96.9% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 26.07% | 202.98%-176.9pp | 133.20%-107.1pp | 561.29%-535.2pp |
| Employer contribution / active EE | $661 | $3,090-78.6% | $2,420-72.7% | $4,660-85.8% |
| Participant deferral / active EE | $438 | $4,912-91.1% | $4,411-90.1% | $6,688-93.5% |
| Admin fee / account holder | $570 | $10,250-94.4% | $8,285-93.1% | $13,397-95.7% |