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 | $40,673 | $65,246-37.7% | $98,716-58.8% | $67,986-40.2% |
| Participation rate | 19.1% | 51.4%-32.3pp | 69.3%-50.2pp | 57.2%-38.1pp |
| Annual return | 17.75% | 20.58%-2.8pp | 31.81%-14.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $290 | $1,042-72.1% | $2,279-87.3% | $2,019-85.6% |
| Participant deferral / active EE | $601 | $2,594-76.9% | $4,048-85.2% | $3,358-82.1% |
| Admin fee / account holder | $1,705 | $4,561-62.6% | $8,703-80.4% | $3,203-46.8% |