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 5-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 | $37,406 | $29,319+27.6% | $52,425-28.6% | $82,448-54.6% |
| Participation rate | 8.3% | 46.9%-38.5pp | 55.6%-47.3pp | 68.1%-59.7pp |
| Annual return | 19.57% | 535.20%-515.6pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $34 | $586-94.1% | $914-96.2% | $2,551-98.6% |
| Participant deferral / active EE | $279 | $1,171-76.2% | $1,790-84.4% | $4,139-93.3% |
| Admin fee / account holder | $1,032 | $1,962-47.4% | $2,495-58.6% | $7,234-85.7% |