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.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $490,086 | $114,047+329.7% | $96,139+409.8% | $167,490+192.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 22.60% | 189.88%-167.3pp | 191.94%-169.3pp | 478.56%-456.0pp |
| Employer contribution / active EE | $29 | $3,427-99.1% | $2,797-98.9% | $4,837-99.4% |
| Participant deferral / active EE | $15,600 | $5,194+200.4% | $4,349+258.7% | $6,341+146.0% |
| Admin fee / account holder | $5,581 | $6,897-19.1% | $5,537+0.8% | $12,309-54.7% |