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 7-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 | $33,621 | $99,633-66.3% | $183,328-81.7% | $82,448-59.2% |
| Participation rate | 30.1% | 70.8%-40.6pp | 77.3%-47.2pp | 68.1%-37.9pp |
| Annual return | 17.99% | 17.84%+0.1pp | 29.67%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $943 | $3,256-71.0% | $5,055-81.3% | $2,551-63.0% |
| Participant deferral / active EE | $2,152 | $4,938-56.4% | $6,795-68.3% | $4,139-48.0% |
| Admin fee / account holder | $9,207 | $9,934-7.3% | $21,427-57.0% | $7,234+27.3% |