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 | $74,619 | $71,057+5.0% | $93,654-20.3% | $80,874-7.7% |
| Participation rate | 66.3% | 60.4%+5.9pp | 68.7%-2.4pp | 67.6%-1.3pp |
| Annual return | 12.64% | 11.26%+1.4pp | 133.34%-120.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $308 | $1,564-80.3% | $2,421-87.3% | $2,756-88.8% |
| Participant deferral / active EE | $2,008 | $4,034-50.2% | $4,413-54.5% | $4,297-53.3% |
| Admin fee / account holder | $12,105 | $6,944+74.3% | $8,282+46.2% | $6,935+74.5% |