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 | $360,104 | $80,717+346.1% | $154,803+132.6% | $84,808+324.6% |
| Participation rate | 60.7% | 66.8%-6.1pp | 78.1%-17.4pp | 68.3%-7.6pp |
| Annual return | 21.16% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,040 | $3,303-8.0% | $5,540-45.1% | $4,212-27.8% |
| Admin fee / account holder | $637 | $6,746-90.6% | $14,329-95.6% | $7,344-91.3% |