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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $386,426 | $126,574+205.3% | $106,213+263.8% | $145,922+164.8% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | 7.43% | 224.79%-217.4pp | 116.14%-108.7pp | 561.29%-553.9pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,333 | $5,724-41.8% | $5,016-33.5% | $6,688-50.2% |
| Admin fee / account holder | $8,426 | $17,304-51.3% | $11,033-23.6% | $13,397-37.1% |