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 | $11,560 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 21.61% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $800 | $4,636-82.7% | $4,154-80.7% | $4,156-80.7% |
| Participant deferral / active EE | $2,405 | $6,166-61.0% | $5,453-55.9% | $6,407-62.5% |
| Admin fee / account holder | $1,349 | $16,471-91.8% | $14,116-90.4% | $12,270-89.0% |