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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,779 | $98,750+167.1% | $149,696+76.2% | $79,858+230.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 10.66% | 27.43%-16.8pp | 276.60%-265.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $550 | $3,216-82.9% | $4,644-88.2% | $2,471-77.7% |
| Participant deferral / active EE | $8,001 | $5,680+40.9% | $6,842+16.9% | $3,740+113.9% |
| Admin fee / account holder | $8,518 | $6,053+40.7% | $9,309-8.5% | $5,306+60.5% |