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 6-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 | $25,970 | $78,520-66.9% | $96,576-73.1% | $82,448-68.5% |
| Participation rate | 11.4% | 77.7%-66.4pp | 81.4%-70.1pp | 68.1%-56.7pp |
| Annual return | 31.44% | 41.30%-9.9pp | 38.47%-7.0pp | 41.64%-10.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $522 | $6,754-92.3% | $7,956-93.4% | $4,139-87.4% |
| Admin fee / account holder | $3,505 | $13,455-74.0% | $11,381-69.2% | $7,234-51.6% |