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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,218 | $172,111+112.8% | $150,298+143.7% | $137,256+166.8% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 12.44% | 69.37%-56.9pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $759 | $4,636-83.6% | $4,154-81.7% | $4,156-81.7% |
| Participant deferral / active EE | $2,306 | $6,166-62.6% | $5,453-57.7% | $6,407-64.0% |
| Admin fee / account holder | $1,023 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |