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 10-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 | $84,028 | $71,057+18.3% | $93,654-10.3% | $80,874+3.9% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.6%-32.4pp |
| Annual return | 17.71% | 11.26%+6.5pp | 133.34%-115.6pp | 35.62%-17.9pp |
| Employer contribution / active EE | $331 | $1,564-78.8% | $2,421-86.3% | $2,756-88.0% |
| Participant deferral / active EE | $3,517 | $4,034-12.8% | $4,413-20.3% | $4,297-18.2% |
| Admin fee / account holder | $16,454 | $6,944+137.0% | $8,282+98.7% | $6,935+137.3% |