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 | $65,479 | $81,446-19.6% | $103,374-36.7% | $80,874-19.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 5.33% | 25.57%-20.2pp | 24.89%-19.6pp | 35.62%-30.3pp |
| Employer contribution / active EE | $214 | $3,107-93.1% | $3,869-94.5% | $2,756-92.2% |
| Participant deferral / active EE | $2,612 | $3,870-32.5% | $5,058-48.4% | $4,297-39.2% |
| Admin fee / account holder | $16,265 | $6,715+142.2% | $8,394+93.8% | $6,935+134.5% |