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 | $22,239 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,028 | $4,804-78.6% | $4,554-77.4% | $4,156-75.3% |
| Participant deferral / active EE | $2,207 | $8,216-73.1% | $7,897-72.0% | $6,407-65.5% |
| Admin fee / account holder | $633 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |