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 | $278,226 | $81,446+241.6% | $103,374+169.1% | $80,874+244.0% |
| Participation rate | 27.0% | 66.9%-39.8pp | 74.5%-47.5pp | 67.6%-40.6pp |
| Annual return | 15.37% | 25.57%-10.2pp | 24.89%-9.5pp | 35.62%-20.2pp |
| Employer contribution / active EE | $497 | $3,107-84.0% | $3,869-87.2% | $2,756-82.0% |
| Participant deferral / active EE | $2,001 | $3,870-48.3% | $5,058-60.4% | $4,297-53.4% |
| Admin fee / account holder | $8,929 | $6,715+33.0% | $8,394+6.4% | $6,935+28.7% |