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 | $22,804 | $58,627-61.1% | $76,735-70.3% | $82,448-72.3% |
| Participation rate | 30.8% | 63.2%-32.4pp | 69.5%-38.7pp | 68.1%-37.3pp |
| Annual return | 15.54% | 39.10%-23.6pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,508 | $3,134-51.9% | $4,088-63.1% | $4,139-63.6% |
| Admin fee / account holder | $2,060 | $5,323-61.3% | $7,189-71.3% | $7,234-71.5% |