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.
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 | $91,156 | $106,749-14.6% | $145,433-37.3% | $82,448+10.6% |
| Participation rate | 39.7% | 75.6%-35.9pp | 82.1%-42.4pp | 68.1%-28.3pp |
| Annual return | 12.39% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $731 | $3,444-78.8% | $4,554-84.0% | $2,551-71.4% |
| Participant deferral / active EE | $2,282 | $6,519-65.0% | $7,897-71.1% | $4,139-44.9% |
| Admin fee / account holder | $19,414 | $8,390+131.4% | $13,129+47.9% | $7,234+168.4% |