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 | $247,252 | $101,618+143.3% | $93,063+165.7% | $137,256+80.1% |
| Participation rate | 30.8% | 74.9%-44.2pp | 72.1%-41.3pp | 80.0%-49.2pp |
| Annual return | 13.37% | 223.95%-210.6pp | 34.15%-20.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,159 | $4,279-72.9% | $3,958-70.7% | $6,407-81.9% |
| Admin fee / account holder | $2,040 | $6,198-67.1% | $6,033-66.2% | $12,270-83.4% |