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 | $16,363 | $87,166-81.2% | $76,735-78.7% | $137,256-88.1% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 12.82% | 26.50%-13.7pp | 29.77%-17.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $24 | $2,904-99.2% | $2,454-99.0% | $4,156-99.4% |
| Participant deferral / active EE | $3,072 | $4,726-35.0% | $4,088-24.9% | $6,407-52.1% |
| Admin fee / account holder | $482 | $8,403-94.3% | $7,189-93.3% | $12,270-96.1% |