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 | $40,594 | $106,749-62.0% | $145,433-72.1% | $82,448-50.8% |
| Participation rate | 39.1% | 75.6%-36.5pp | 82.1%-43.0pp | 68.1%-28.9pp |
| Annual return | 16.14% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $622 | $3,444-82.0% | $4,554-86.4% | $2,551-75.6% |
| Participant deferral / active EE | $3,047 | $6,519-53.3% | $7,897-61.4% | $4,139-26.4% |
| Admin fee / account holder | $2,299 | $8,390-72.6% | $13,129-82.5% | $7,234-68.2% |