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 | $383,429 | $99,877+283.9% | $84,966+351.3% | $145,922+162.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 16.75% | 83.76%-67.0pp | 66.38%-49.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $290 | $3,231-91.0% | $2,727-89.4% | $4,660-93.8% |
| Participant deferral / active EE | $5,750 | $5,291+8.7% | $4,519+27.2% | $6,688-14.0% |
| Admin fee / account holder | $945 | $7,248-87.0% | $6,149-84.6% | $13,397-92.9% |