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 5-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 | $60,665 | $172,111-64.8% | $150,298-59.6% | $137,256-55.8% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 20.40% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $427 | $4,636-90.8% | $4,154-89.7% | $4,156-89.7% |
| Participant deferral / active EE | $1,888 | $6,166-69.4% | $5,453-65.4% | $6,407-70.5% |
| Admin fee / account holder | $5,334 | $16,471-67.6% | $14,116-62.2% | $12,270-56.5% |