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 | $279,230 | $52,279+434.1% | $89,391+212.4% | $79,858+249.7% |
| Participation rate | 6.5% | 57.5%-51.1pp | 68.0%-61.5pp | 69.6%-63.2pp |
| Annual return | 10.72% | 22.16%-11.4pp | 245.62%-234.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $78 | $1,572-95.0% | $2,586-97.0% | $2,471-96.8% |
| Participant deferral / active EE | $929 | $2,740-66.1% | $3,890-76.1% | $3,740-75.2% |
| Admin fee / account holder | $2,308 | $3,356-31.2% | $4,881-52.7% | $5,306-56.5% |