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 | $341,622 | $78,672+334.2% | $109,143+213.0% | $85,850+297.9% |
| Participation rate | 36.2% | 68.3%-32.1pp | 75.9%-39.7pp | 69.3%-33.1pp |
| Annual return | 12.54% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,355 | $3,467-3.3% | $4,653-27.9% | $3,952-15.1% |
| Admin fee / account holder | $23,701 | $5,469+333.3% | $6,752+251.0% | $6,260+278.6% |