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 | $306,874 | $159,602+92.3% | $150,045+104.5% | $142,382+115.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 7.65% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $892 | $4,961-82.0% | $4,693-81.0% | $4,299-79.3% |
| Participant deferral / active EE | $5,982 | $8,310-28.0% | $7,997-25.2% | $6,507-8.1% |
| Admin fee / account holder | $4,307 | $14,846-71.0% | $13,435-67.9% | $12,624-65.9% |