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 | $33,502 | $106,749-68.6% | $145,433-77.0% | $82,448-59.4% |
| Participation rate | 59.3% | 75.6%-16.4pp | 82.1%-22.9pp | 68.1%-8.8pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,213 | $6,519-20.0% | $7,897-34.0% | $4,139+25.9% |
| Admin fee / account holder | $4,282 | $8,390-49.0% | $13,129-67.4% | $7,234-40.8% |