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 | $257,705 | $197,591+30.4% | $177,821+44.9% | $158,922+62.2% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 8.98% | 58.76%-49.8pp | 48.32%-39.3pp | 302.83%-293.9pp |
| Employer contribution / active EE | $408 | $6,697-93.9% | $5,918-93.1% | $4,761-91.4% |
| Participant deferral / active EE | $8,663 | $8,405+3.1% | $7,714+12.3% | $5,982+44.8% |
| Admin fee / account holder | $645 | $15,399-95.8% | $12,427-94.8% | $11,246-94.3% |