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 | $70,054 | $166,020-57.8% | $164,866-57.5% | $145,959-52.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 17.00% | 100.08%-83.1pp | 69.97%-53.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $882 | $5,275-83.3% | $4,343-79.7% | $4,661-81.1% |
| Participant deferral / active EE | $2,967 | $6,961-57.4% | $6,033-50.8% | $6,689-55.6% |
| Admin fee / account holder | $7,662 | $16,644-54.0% | $12,689-39.6% | $13,398-42.8% |