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 | $194,839 | $111,814+74.3% | $93,654+108.0% | $145,959+33.5% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 11.90% | 203.30%-191.4pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $490 | $3,092-84.1% | $2,421-79.7% | $4,661-89.5% |
| Participant deferral / active EE | $5,025 | $4,914+2.3% | $4,413+13.9% | $6,689-24.9% |
| Admin fee / account holder | $1,738 | $10,246-83.0% | $8,282-79.0% | $13,398-87.0% |