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 | $180,297 | $112,729+59.9% | $98,716+82.6% | $137,256+31.4% |
| Participation rate | 21.1% | 74.2%-53.2pp | 69.3%-48.2pp | 80.0%-58.9pp |
| Annual return | 19.21% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $551 | $2,725-79.8% | $2,279-75.8% | $4,156-86.7% |
| Participant deferral / active EE | $1,108 | $4,640-76.1% | $4,048-72.6% | $6,407-82.7% |
| Admin fee / account holder | $354 | $10,129-96.5% | $8,703-95.9% | $12,270-97.1% |