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).
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 | $154,537 | $81,900+88.7% | $119,609+29.2% | $68,494+125.6% |
| Participation rate | 63.3% | 71.9%-8.6pp | 79.3%-15.9pp | 67.9%-4.6pp |
| Annual return | 17.87% | -23.82%+41.7pp | -14.97%+32.8pp | -7.84%+25.7pp |
| Employer contribution / active EE | -$803 | $2,693-129.8% | $4,232-119.0% | $2,596-130.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $17,487 | $6,582+165.7% | $10,323+69.4% | $5,403+223.7% |