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.
Participant 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 | $19,389 | $47,479-59.2% | $62,929-69.2% | $82,448-76.5% |
| Participation rate | 60.5% | 66.9%-6.4pp | 73.1%-12.6pp | 68.1%-7.6pp |
| Annual return | 15.11% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $453 | $1,885-76.0% | $2,505-81.9% | $2,551-82.2% |
| Participant deferral / active EE | $771 | $2,870-73.1% | $3,888-80.2% | $4,139-81.4% |
| Admin fee / account holder | $353 | $3,804-90.7% | $5,065-93.0% | $7,234-95.1% |