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 6-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 | $84,661 | $63,904+32.5% | $89,340-5.2% | $67,986+24.5% |
| Participation rate | 7.6% | 54.3%-46.7pp | 69.6%-61.9pp | 57.2%-49.6pp |
| Annual return | 18.12% | 18.09%0pp | 20.57%-2.5pp | 31.67%-13.5pp |
| Employer contribution / active EE | $311 | $1,627-80.9% | $2,231-86.1% | $2,019-84.6% |
| Participant deferral / active EE | $1,112 | $2,691-58.7% | $3,823-70.9% | $3,358-66.9% |
| Admin fee / account holder | $4,006 | $3,315+20.9% | $6,704-40.2% | $3,203+25.1% |