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 3-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 | $5,840 | $97,125-94.0% | $86,233-93.2% | $137,256-95.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 4.13% | 74.19%-70.1pp | 61.39%-57.3pp | 220.34%-216.2pp |
| Employer contribution / active EE | $422 | $2,841-85.1% | $2,504-83.1% | $4,156-89.8% |
| Participant deferral / active EE | $576 | $5,180-88.9% | $4,559-87.4% | $6,407-91.0% |
| Admin fee / account holder | $583 | $9,725-94.0% | $8,342-93.0% | $12,270-95.2% |