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 7-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 | $39,482 | $108,825-63.7% | $156,181-74.7% | $82,448-52.1% |
| Participation rate | 27.8% | 72.4%-44.6pp | 78.8%-51.1pp | 68.1%-40.3pp |
| Annual return | 20.93% | 20.59%+0.3pp | 64.87%-43.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $818 | $2,870-71.5% | $4,294-80.9% | $2,551-67.9% |
| Participant deferral / active EE | $1,827 | $4,577-60.1% | $6,132-70.2% | $4,139-55.9% |
| Admin fee / account holder | $910 | $9,341-90.3% | $14,586-93.8% | $7,234-87.4% |