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.
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 | $14,529 | $67,894-78.6% | $89,340-83.7% | $82,448-82.4% |
| Participation rate | 44.1% | 64.0%-19.9pp | 69.6%-25.4pp | 68.1%-24.0pp |
| Annual return | 18.68% | 19.21%-0.5pp | 20.57%-1.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $522 | $3,072-83.0% | $3,823-86.3% | $4,139-87.4% |
| Admin fee / account holder | $340 | $5,723-94.1% | $6,704-94.9% | $7,234-95.3% |