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 | $196,370 | $57,590+241.0% | $86,233+127.7% | $82,448+138.2% |
| Participation rate | 17.8% | 57.9%-40.1pp | 69.0%-51.2pp | 68.1%-50.3pp |
| Annual return | 21.97% | 22.41%-0.4pp | 61.39%-39.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,308 | $3,080-57.5% | $4,559-71.3% | $4,139-68.4% |
| Admin fee / account holder | $1,963 | $4,730-58.5% | $8,342-76.5% | $7,234-72.9% |