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 4-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.)
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 | $9,615 | $29,319-67.2% | $52,425-81.7% | $82,448-88.3% |
| Participation rate | 12.8% | 46.9%-34.0pp | 55.6%-42.8pp | 68.1%-55.2pp |
| Annual return | 8.75% | 535.20%-526.5pp | 302.12%-293.4pp | 41.64%-32.9pp |
| Employer contribution / active EE | $63 | $586-89.3% | $914-93.2% | $2,551-97.5% |
| Participant deferral / active EE | $423 | $1,171-63.9% | $1,790-76.4% | $4,139-89.8% |
| Admin fee / account holder | $783 | $1,962-60.1% | $2,495-68.6% | $7,234-89.2% |