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 | $25,795 | $78,520-67.1% | $96,576-73.3% | $82,448-68.7% |
| Participation rate | 46.9% | 77.7%-30.8pp | 81.4%-34.5pp | 68.1%-21.1pp |
| Annual return | 16.68% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $561 | $2,630-78.7% | $3,553-84.2% | $2,551-78.0% |
| Participant deferral / active EE | $1,941 | $6,754-71.3% | $7,956-75.6% | $4,139-53.1% |
| Admin fee / account holder | $1,602 | $13,455-88.1% | $11,381-85.9% | $7,234-77.9% |