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 | $363,636 | $179,726+102.3% | $156,263+132.7% | $142,382+155.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 9.87% | 77.86%-68.0pp | 59.47%-49.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $922 | $5,069-81.8% | $4,333-78.7% | $4,299-78.6% |
| Participant deferral / active EE | $9,220 | $6,956+32.5% | $6,158+49.7% | $6,507+41.7% |
| Admin fee / account holder | $40,366 | $17,272+133.7% | $14,255+183.2% | $12,624+219.8% |