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 3-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 | $71,097 | $58,234+22.1% | $81,783-13.1% | $80,874-12.1% |
| Participation rate | 17.9% | 63.4%-45.6pp | 72.4%-54.5pp | 67.6%-49.8pp |
| Annual return | 18.64% | 41.70%-23.1pp | 775.05%-756.4pp | 35.62%-17.0pp |
| Employer contribution / active EE | $270 | $2,341-88.5% | $2,913-90.7% | $2,756-90.2% |
| Participant deferral / active EE | $831 | $3,283-74.7% | $4,320-80.8% | $4,297-80.7% |
| Admin fee / account holder | $699 | $4,982-86.0% | $7,380-90.5% | $6,935-89.9% |