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 | $301,998 | $109,413+176.0% | $156,263+93.3% | $84,808+256.1% |
| Participation rate | 64.0% | 72.7%-8.7pp | 78.9%-14.9pp | 68.3%-4.3pp |
| Annual return | 12.27% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $776 | $2,907-73.3% | $4,333-82.1% | $2,631-70.5% |
| Participant deferral / active EE | $4,224 | $4,590-8.0% | $6,158-31.4% | $4,212+0.3% |
| Admin fee / account holder | $6,260 | $9,357-33.1% | $14,255-56.1% | $7,344-14.8% |