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 | $78,053 | $63,703+22.5% | $93,063-16.1% | $82,448-5.3% |
| Participation rate | 28.6% | 63.8%-35.3pp | 72.1%-43.5pp | 68.1%-39.5pp |
| Annual return | 16.68% | -775.43%+792.1pp | 34.15%-17.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $68 | $1,729-96.1% | $2,476-97.3% | $2,551-97.3% |
| Participant deferral / active EE | $1,191 | $2,919-59.2% | $3,958-69.9% | $4,139-71.2% |
| Admin fee / account holder | $481 | $5,982-92.0% | $6,033-92.0% | $7,234-93.3% |