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 9-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 | $20,605 | $63,703-67.7% | $93,063-77.9% | $82,448-75.0% |
| Participation rate | 25.7% | 63.8%-38.1pp | 72.1%-46.4pp | 68.1%-42.4pp |
| Annual return | 15.50% | -775.43%+790.9pp | 34.15%-18.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $145 | $1,729-91.6% | $2,476-94.1% | $2,551-94.3% |
| Participant deferral / active EE | $1,192 | $2,919-59.2% | $3,958-69.9% | $4,139-71.2% |
| Admin fee / account holder | $1,488 | $5,982-75.1% | $6,033-75.3% | $7,234-79.4% |