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.)
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 | $578,991 | $86,699+567.8% | $73,307+689.8% | $125,391+361.7% |
| Participation rate | 57.1% | 78.6%-21.5pp | 74.9%-17.8pp | 83.2%-26.0pp |
| Annual return | 2.80% | 2.78%0pp | 5.67%-2.9pp | 282.22%-279.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,714 | $5,550+147.1% | $4,991+174.8% | $5,352+156.3% |
| Admin fee / account holder | $27,621 | $7,771+255.4% | $5,637+390.0% | $9,540+189.5% |