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 | $125,551 | $112,729+11.4% | $98,716+27.2% | $137,256-8.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.87% | 38.48%-26.6pp | 31.81%-19.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $376 | $2,725-86.2% | $2,279-83.5% | $4,156-90.9% |
| Participant deferral / active EE | $3,330 | $4,640-28.2% | $4,048-17.7% | $6,407-48.0% |
| Admin fee / account holder | $20,176 | $10,129+99.2% | $8,703+131.8% | $12,270+64.4% |