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 4-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 | $10,046 | $58,627-82.9% | $76,735-86.9% | $82,448-87.8% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.4pp |
| Annual return | 15.37% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $543 | $1,729-68.6% | $2,454-77.9% | $2,551-78.7% |
| Participant deferral / active EE | $1,025 | $3,134-67.3% | $4,088-74.9% | $4,139-75.2% |
| Admin fee / account holder | $2,139 | $5,323-59.8% | $7,189-70.3% | $7,234-70.4% |