Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,239 | $73,787-23.8% | $98,716-43.0% | $82,448-31.8% |
| Participation rate | 51.9% | 61.4%-9.6pp | 69.3%-17.4pp | 68.1%-16.2pp |
| Annual return | 10.39% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | -$258 | $1,511-117.1% | $2,279-111.3% | $2,551-110.1% |
| Participant deferral / active EE | $2,158 | $3,081-30.0% | $4,048-46.7% | $4,139-47.9% |
| Admin fee / account holder | $10,231 | $6,500+57.4% | $8,703+17.6% | $7,234+41.4% |