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 | $267,425 | $183,963+45.4% | $162,163+64.9% | $152,861+74.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | -9.15% | 150.76%-159.9pp | 115.59%-124.7pp | 345.32%-354.5pp |
| Employer contribution / active EE | $706 | $6,371-88.9% | $5,614-87.4% | $4,762-85.2% |
| Participant deferral / active EE | $5,337 | $8,034-33.6% | $7,298-26.9% | $5,850-8.8% |
| Admin fee / account holder | $18,500 | $13,121+41.0% | $10,843+70.6% | $11,596+59.5% |