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 | $171,681 | $77,523+121.5% | $100,383+71.0% | $80,874+112.3% |
| Participation rate | 38.5% | 77.0%-38.5pp | 81.5%-43.0pp | 67.6%-29.2pp |
| Annual return | 12.56% | 37.21%-24.6pp | 49.26%-36.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,956 | $2,801-30.2% | $3,944-50.4% | $2,756-29.0% |
| Participant deferral / active EE | $2,612 | $6,822-61.7% | $8,086-67.7% | $4,297-39.2% |
| Admin fee / account holder | $14,075 | $5,899+138.6% | $7,900+78.2% | $6,935+103.0% |