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 | $68,326 | $51,638+32.3% | $68,368-0.1% | $82,448-17.1% |
| Participation rate | 51.4% | 63.6%-12.2pp | 73.8%-22.3pp | 68.1%-16.6pp |
| Annual return | 13.64% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $117 | $2,047-94.3% | $2,649-95.6% | $2,551-95.4% |
| Participant deferral / active EE | $933 | $2,914-68.0% | $4,123-77.4% | $4,139-77.5% |
| Admin fee / account holder | $1,154 | $4,643-75.1% | $5,150-77.6% | $7,234-84.0% |