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.
Participant 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 | $625,017 | $138,044+352.8% | $125,339+398.7% | $134,475+364.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 6.25% | 750.33%-744.1pp | 572.05%-565.8pp | 417.96%-411.7pp |
| Employer contribution / active EE | $1,517 | $5,243-71.1% | $4,814-68.5% | $4,740-68.0% |
| Participant deferral / active EE | $1,562 | $7,799-80.0% | $7,446-79.0% | $6,400-75.6% |
| Admin fee / account holder | $338 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |