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 7-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 | $26,681 | $88,672-69.9% | $105,223-74.6% | $82,448-67.6% |
| Participation rate | 45.0% | 67.9%-22.9pp | 75.0%-30.0pp | 68.1%-23.1pp |
| Annual return | 15.90% | 30.86%-15.0pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,508 | $3,048-50.5% | $3,689-59.1% | $2,551-40.9% |
| Participant deferral / active EE | $43 | $4,036-98.9% | $5,072-99.1% | $4,139-99.0% |
| Admin fee / account holder | $2,565 | $7,146-64.1% | $8,859-71.0% | $7,234-64.5% |