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 3-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 | $16,895 | $111,535-84.9% | $105,223-83.9% | $137,256-87.7% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 23.39% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $544 | $3,939-86.2% | $3,689-85.3% | $4,156-86.9% |
| Participant deferral / active EE | $2,760 | $5,500-49.8% | $5,072-45.6% | $6,407-56.9% |
| Admin fee / account holder | $599 | $9,721-93.8% | $8,859-93.2% | $12,270-95.1% |