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 | $32,794 | $64,705-49.3% | $62,929-47.9% | $67,986-51.8% |
| Participation rate | 31.8% | 65.6%-33.8pp | 73.1%-41.4pp | 57.2%-25.5pp |
| Annual return | 11.49% | 20.31%-8.8pp | 1063.93%-1052.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $165 | $2,376-93.0% | $2,505-93.4% | $2,019-91.8% |
| Participant deferral / active EE | $1,005 | $3,198-68.6% | $3,888-74.2% | $3,358-70.1% |
| Admin fee / account holder | $1,649 | $1,428+15.5% | $5,065-67.4% | $3,203-48.5% |