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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,654 | $76,407+5.6% | $150,298-46.3% | $82,448-2.2% |
| Participation rate | 23.5% | 66.4%-42.9pp | 77.8%-54.2pp | 68.1%-44.5pp |
| Annual return | 11.35% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $159 | $2,614-93.9% | $4,154-96.2% | $2,551-93.8% |
| Participant deferral / active EE | $1,174 | $3,214-63.5% | $5,453-78.5% | $4,139-71.6% |
| Admin fee / account holder | $3,642 | $6,352-42.7% | $14,116-74.2% | $7,234-49.7% |