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 | $80,143 | $94,031-14.8% | $115,768-30.8% | $82,448-2.8% |
| Participation rate | 57.4% | 70.4%-13.0pp | 74.4%-17.0pp | 68.1%-10.7pp |
| Annual return | 14.50% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $297 | $2,323-87.2% | $2,940-89.9% | $2,551-88.4% |
| Participant deferral / active EE | $3,821 | $3,972-3.8% | $4,917-22.3% | $4,139-7.7% |
| Admin fee / account holder | $1,238 | $10,249-87.9% | $12,439-90.0% | $7,234-82.9% |