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 | $47,281 | $78,520-39.8% | $96,576-51.0% | $82,448-42.7% |
| Participation rate | 58.5% | 77.7%-19.2pp | 81.4%-23.0pp | 68.1%-9.6pp |
| Annual return | 21.37% | 41.30%-19.9pp | 38.47%-17.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,602 | $6,754+42.2% | $7,956+20.7% | $4,139+132.0% |
| Admin fee / account holder | $2,921 | $13,455-78.3% | $11,381-74.3% | $7,234-59.6% |