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 4-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 | $40,855 | $101,763-59.9% | $164,866-75.2% | $80,874-49.5% |
| Participation rate | 23.5% | 71.8%-48.3pp | 78.6%-55.1pp | 67.6%-44.1pp |
| Annual return | 12.68% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $862 | $2,954-70.8% | $4,343-80.2% | $2,756-68.7% |
| Participant deferral / active EE | $1,481 | $4,477-66.9% | $6,033-75.5% | $4,297-65.5% |
| Admin fee / account holder | $1,824 | $8,228-77.8% | $12,689-85.6% | $6,935-73.7% |