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 | $268,826 | $132,634+102.7% | $115,768+132.2% | $137,256+95.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.65% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $217 | $3,360-93.5% | $2,940-92.6% | $4,156-94.8% |
| Participant deferral / active EE | $6,100 | $5,619+8.6% | $4,917+24.1% | $6,407-4.8% |
| Admin fee / account holder | $12,778 | $15,028-15.0% | $12,439+2.7% | $12,270+4.1% |