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 | $62,659 | $95,453-34.4% | $112,040-44.1% | $82,448-24.0% |
| Participation rate | 60.2% | 72.8%-12.5pp | 76.5%-16.3pp | 68.1%-7.8pp |
| Annual return | 21.15% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $220 | $2,318-90.5% | $2,954-92.6% | $2,551-91.4% |
| Participant deferral / active EE | $2,780 | $4,224-34.2% | $5,098-45.5% | $4,139-32.8% |
| Admin fee / account holder | $13,286 | $9,013+47.4% | $12,098+9.8% | $7,234+83.7% |