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 | $52,245 | $72,071-27.5% | $68,368-23.6% | $137,256-61.9% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 20.06% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $264 | $2,788-90.5% | $2,649-90.0% | $4,156-93.6% |
| Participant deferral / active EE | $3,288 | $4,410-25.4% | $4,123-20.2% | $6,407-48.7% |
| Admin fee / account holder | $2,828 | $5,336-47.0% | $5,150-45.1% | $12,270-77.0% |