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 3-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.
Employer 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 | $7,283 | $149,040-95.1% | $120,225-93.9% | $137,256-94.7% |
| Participation rate | 68.8% | 75.4%-6.7pp | 69.6%-0.8pp | 80.0%-11.2pp |
| Annual return | 19.43% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,399 | $4,655-48.5% | $3,999-40.0% | $6,407-62.6% |
| Admin fee / account holder | $545 | $6,348-91.4% | $5,696-90.4% | $12,270-95.6% |