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.)
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 | $55,793 | $90,397-38.3% | $76,002-26.6% | $145,959-61.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 13.64% | 621.97%-608.3pp | 360.07%-346.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $479 | $3,317-85.6% | $2,688-82.2% | $4,661-89.7% |
| Participant deferral / active EE | $2,190 | $5,163-57.6% | $4,257-48.6% | $6,689-67.3% |
| Admin fee / account holder | $300 | $8,369-96.4% | $6,414-95.3% | $13,398-97.8% |