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 | $262,660 | $127,065+106.7% | $113,168+132.1% | $142,382+84.5% |
| Participation rate | 56.5% | 79.2%-22.7pp | 76.6%-20.0pp | 80.1%-23.6pp |
| Annual return | 14.47% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $227 | $3,442-93.4% | $2,975-92.4% | $4,299-94.7% |
| Participant deferral / active EE | $4,763 | $5,716-16.7% | $5,107-6.7% | $6,507-26.8% |
| Admin fee / account holder | $9,214 | $15,736-41.4% | $12,068-23.6% | $12,624-27.0% |