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 | $50,678 | $112,729-55.0% | $98,716-48.7% | $137,256-63.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 19.26% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $213 | $2,725-92.2% | $2,279-90.7% | $4,156-94.9% |
| Participant deferral / active EE | $2,540 | $4,640-45.3% | $4,048-37.3% | $6,407-60.4% |
| Admin fee / account holder | $415 | $10,129-95.9% | $8,703-95.2% | $12,270-96.6% |