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 | $324,005 | $102,317+216.7% | $146,958+120.5% | $80,856+300.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 11.78% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $700 | $3,713-81.1% | $4,933-85.8% | $2,755-74.6% |
| Participant deferral / active EE | $7,401 | $6,644+11.4% | $8,070-8.3% | $4,296+72.3% |
| Admin fee / account holder | $1,427 | $7,941-82.0% | $12,998-89.0% | $6,918-79.4% |