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 7-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 | $54,129 | $81,446-33.5% | $103,374-47.6% | $80,874-33.1% |
| Participation rate | 24.0% | 66.9%-42.9pp | 74.5%-50.5pp | 67.6%-43.6pp |
| Annual return | 15.52% | 25.57%-10.0pp | 24.89%-9.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $465 | $3,107-85.0% | $3,869-88.0% | $2,756-83.1% |
| Participant deferral / active EE | $1,826 | $3,870-52.8% | $5,058-63.9% | $4,297-57.5% |
| Admin fee / account holder | $1,819 | $6,715-72.9% | $8,394-78.3% | $6,935-73.8% |