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 | $305,697 | $95,803+219.1% | $113,168+170.1% | $84,808+260.5% |
| Participation rate | 34.4% | 72.9%-38.5pp | 76.6%-42.2pp | 68.3%-33.9pp |
| Annual return | 15.41% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,462 | $4,242-18.4% | $5,107-32.2% | $4,212-17.8% |
| Admin fee / account holder | $2,259 | $8,989-74.9% | $12,068-81.3% | $7,344-69.2% |