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.)
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 | $37,216 | $55,472-32.9% | $155,567-76.1% | $74,546-50.1% |
| Participation rate | 46.2% | 61.9%-15.8pp | 78.2%-32.0pp | 67.2%-21.1pp |
| Annual return | 11.80% | 268.72%-256.9pp | 64.74%-52.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $237 | $2,269-89.5% | $4,674-94.9% | $2,624-91.0% |
| Participant deferral / active EE | $1,990 | $2,838-29.9% | $5,628-64.6% | $4,347-54.2% |
| Admin fee / account holder | $2,645 | $1,743+51.8% | $15,916-83.4% | $1,944+36.1% |