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 8-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 | $63,401 | $146,267-56.7% | $197,124-67.8% | $82,448-23.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 86.7%-26.7pp | 68.1%-8.1pp |
| Annual return | 13.07% | 29.61%-16.5pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,289 | $4,723-72.7% | $6,227-79.3% | $2,551-49.5% |
| Participant deferral / active EE | $3,923 | $7,035-44.2% | $9,135-57.1% | $4,139-5.2% |
| Admin fee / account holder | $25,327 | $14,422+75.6% | $16,298+55.4% | $7,234+250.1% |