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 | $45,320 | $154,228-70.6% | $145,433-68.8% | $137,256-67.0% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 18.17% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,363 | $4,804-71.6% | $4,554-70.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,656 | $8,216-79.8% | $7,897-79.0% | $6,407-74.2% |
| Admin fee / account holder | $3,624 | $14,344-74.7% | $13,129-72.4% | $12,270-70.5% |