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 | $275,843 | $109,881+151.0% | $150,045+83.8% | $84,808+225.3% |
| Participation rate | 59.4% | 76.1%-16.7pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 16.87% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $829 | $3,561-76.7% | $4,693-82.3% | $2,631-68.5% |
| Participant deferral / active EE | $2,133 | $6,636-67.9% | $7,997-73.3% | $4,212-49.3% |
| Admin fee / account holder | $864 | $8,568-89.9% | $13,435-93.6% | $7,344-88.2% |