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 | $9,824 | $58,627-83.2% | $76,735-87.2% | $82,448-88.1% |
| Participation rate | 13.2% | 63.2%-50.0pp | 69.5%-56.3pp | 68.1%-54.9pp |
| Annual return | 17.38% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $357 | $3,134-88.6% | $4,088-91.3% | $4,139-91.4% |
| Admin fee / account holder | $803 | $5,323-84.9% | $7,189-88.8% | $7,234-88.9% |