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 | $53,735 | $45,343+18.5% | $150,298-64.2% | $67,986-21.0% |
| Participation rate | 41.0% | 51.9%-10.9pp | 77.8%-36.8pp | 57.2%-16.2pp |
| Annual return | 15.33% | 33.28%-17.9pp | 62.79%-47.5pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,203 | $2,055+104.6% | $5,453-22.9% | $3,358+25.2% |
| Admin fee / account holder | $4,480 | $2,250+99.1% | $14,116-68.3% | $3,203+39.8% |