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 5-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 | $17,730 | $183,592-90.3% | $155,567-88.6% | $145,959-87.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 9.87% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $899 | $5,315-83.1% | $4,674-80.8% | $4,661-80.7% |
| Participant deferral / active EE | $2,807 | $6,464-56.6% | $5,628-50.1% | $6,689-58.0% |
| Admin fee / account holder | $892 | $19,318-95.4% | $15,916-94.4% | $13,398-93.3% |