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 4-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 | $43,381 | $106,749-59.4% | $145,433-70.2% | $82,448-47.4% |
| Participation rate | 65.6% | 75.6%-10.0pp | 82.1%-16.5pp | 68.1%-2.4pp |
| Annual return | 33.14% | 27.59%+5.5pp | 66.58%-33.4pp | 41.64%-8.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,697 | $6,519+94.8% | $7,897+60.8% | $4,139+206.8% |
| Admin fee / account holder | $1,708 | $8,390-79.6% | $13,129-87.0% | $7,234-76.4% |