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 | $251,087 | $124,185+102.2% | $108,410+131.6% | $167,490+49.9% |
| Participation rate | 44.4% | 82.3%-37.8pp | 80.1%-35.7pp | 82.1%-37.7pp |
| Annual return | 8.66% | 1379.64%-1371.0pp | 905.27%-896.6pp | 478.56%-469.9pp |
| Employer contribution / active EE | $295 | $4,187-93.0% | $3,558-91.7% | $4,837-93.9% |
| Participant deferral / active EE | $12,220 | $6,908+76.9% | $6,563+86.2% | $6,341+92.7% |
| Admin fee / account holder | $8,957 | $9,455-5.3% | $7,295+22.8% | $12,309-27.2% |