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.
Participant 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 | $83,786 | $77,896+7.6% | $134,172-37.6% | $82,448+1.6% |
| Participation rate | 10.2% | 62.8%-52.6pp | 72.5%-62.2pp | 68.1%-57.8pp |
| Annual return | 12.20% | 18.21%-6.0pp | 25.30%-13.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $743 | $2,159-65.6% | $3,420-78.3% | $2,551-70.9% |
| Participant deferral / active EE | $906 | $3,162-71.3% | $4,690-80.7% | $4,139-78.1% |
| Admin fee / account holder | $1,692 | $6,336-73.3% | $12,016-85.9% | $7,234-76.6% |