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 | $75,601 | $111,535-32.2% | $105,223-28.2% | $137,256-44.9% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 13.27% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $622 | $3,939-84.2% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $1,991 | $5,500-63.8% | $5,072-60.7% | $6,407-68.9% |
| Admin fee / account holder | $11,313 | $9,721+16.4% | $8,859+27.7% | $12,270-7.8% |