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 10-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 | $73,961 | $79,184-6.6% | $102,438-27.8% | $74,546-0.8% |
| Participation rate | 31.7% | 74.8%-43.0pp | 76.5%-44.7pp | 67.2%-35.5pp |
| Annual return | 11.70% | 54.95%-43.3pp | 29.37%-17.7pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $675 | $4,414-84.7% | $5,054-86.6% | $4,347-84.5% |
| Admin fee / account holder | $6,271 | $2,001+213.3% | $9,448-33.6% | $1,944+222.6% |