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 | $55,848 | $73,787-24.3% | $98,716-43.4% | $82,448-32.3% |
| Participation rate | 30.8% | 61.4%-30.6pp | 69.3%-38.5pp | 68.1%-37.3pp |
| Annual return | 12.50% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,282 | $3,081-25.9% | $4,048-43.6% | $4,139-44.9% |
| Admin fee / account holder | $2,989 | $6,500-54.0% | $8,703-65.7% | $7,234-58.7% |