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 8-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 | $47,310 | $111,814-57.7% | $103,374-54.2% | $145,959-67.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 6.51% | 24.77%-18.3pp | 24.89%-18.4pp | 561.95%-555.4pp |
| Employer contribution / active EE | $737 | $4,214-82.5% | $3,869-80.9% | $4,661-84.2% |
| Participant deferral / active EE | $2,211 | $5,618-60.7% | $5,058-56.3% | $6,689-67.0% |
| Admin fee / account holder | $1,680 | $9,754-82.8% | $8,394-80.0% | $13,398-87.5% |