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.)
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 | $58,154 | $51,638+12.6% | $68,368-14.9% | $82,448-29.5% |
| Participation rate | 51.9% | 63.6%-11.8pp | 73.8%-21.9pp | 68.1%-16.2pp |
| Annual return | 20.42% | 37.53%-17.1pp | 292.57%-272.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,170 | $2,914+180.4% | $4,123+98.2% | $4,139+97.4% |
| Admin fee / account holder | $7,645 | $4,643+64.7% | $5,150+48.5% | $7,234+5.7% |