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 | $96,082 | $76,407+25.8% | $150,298-36.1% | $82,448+16.5% |
| Participation rate | 41.5% | 66.4%-24.9pp | 77.8%-36.3pp | 68.1%-26.6pp |
| Annual return | 13.83% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $150 | $2,614-94.2% | $4,154-96.4% | $2,551-94.1% |
| Participant deferral / active EE | $3,467 | $3,214+7.9% | $5,453-36.4% | $4,139-16.2% |
| Admin fee / account holder | $11,498 | $6,352+81.0% | $14,116-18.5% | $7,234+58.9% |