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 | $102,982 | $73,787+39.6% | $98,716+4.3% | $82,448+24.9% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.3%-23.0pp | 68.1%-21.7pp |
| Annual return | 13.15% | 18.57%-5.4pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $152 | $1,511-89.9% | $2,279-93.3% | $2,551-94.0% |
| Participant deferral / active EE | $2,134 | $3,081-30.7% | $4,048-47.3% | $4,139-48.4% |
| Admin fee / account holder | $9,609 | $6,500+47.8% | $8,703+10.4% | $7,234+32.8% |