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 | $90,236 | $108,825-17.1% | $156,181-42.2% | $82,448+9.4% |
| Participation rate | 42.2% | 72.4%-30.1pp | 78.8%-36.6pp | 68.1%-25.8pp |
| Annual return | 9.38% | 20.59%-11.2pp | 64.87%-55.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $290 | $2,870-89.9% | $4,294-93.2% | $2,551-88.6% |
| Participant deferral / active EE | $3,711 | $4,577-18.9% | $6,132-39.5% | $4,139-10.3% |
| Admin fee / account holder | $3,378 | $9,341-63.8% | $14,586-76.8% | $7,234-53.3% |