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 5-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 | $335,039 | $183,519+82.6% | $155,509+115.4% | $145,922+129.6% |
| Participation rate | 19.0% | 82.7%-63.6pp | 78.2%-59.1pp | 80.3%-61.2pp |
| Annual return | 8.49% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $782 | $5,313-85.3% | $4,672-83.3% | $4,660-83.2% |
| Participant deferral / active EE | $2,532 | $6,462-60.8% | $5,626-55.0% | $6,688-62.1% |
| Admin fee / account holder | $20,523 | $19,313+6.3% | $15,912+29.0% | $13,397+53.2% |