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.)
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 | $74,330 | $76,407-2.7% | $150,298-50.5% | $82,448-9.8% |
| Participation rate | 36.1% | 66.4%-30.3pp | 77.8%-41.7pp | 68.1%-32.0pp |
| Annual return | 9.23% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $283 | $2,614-89.2% | $4,154-93.2% | $2,551-88.9% |
| Participant deferral / active EE | $1,426 | $3,214-55.6% | $5,453-73.9% | $4,139-65.6% |
| Admin fee / account holder | $889 | $6,352-86.0% | $14,116-93.7% | $7,234-87.7% |