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 | $384,107 | $177,572+116.3% | $154,803+148.1% | $142,382+169.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 15.32% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $699 | $4,810-85.5% | $4,305-83.8% | $4,299-83.7% |
| Participant deferral / active EE | $9,454 | $6,272+50.7% | $5,540+70.6% | $6,507+45.3% |
| Admin fee / account holder | $2,364 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |