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.
Participant 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 | $109,354 | $172,111-36.5% | $150,298-27.2% | $137,256-20.3% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 10.53% | 69.37%-58.8pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $953 | $4,636-79.4% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,478 | $6,166-76.0% | $5,453-72.9% | $6,407-76.9% |
| Admin fee / account holder | $7,382 | $16,471-55.2% | $14,116-47.7% | $12,270-39.8% |