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 | $75,502 | $124,425-39.3% | $112,040-32.6% | $137,256-45.0% |
| Participation rate | 8.3% | 79.3%-71.0pp | 76.5%-68.2pp | 80.0%-71.6pp |
| Annual return | 10.62% | 24.72%-14.1pp | 24.52%-13.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $413 | $5,718-92.8% | $5,098-91.9% | $6,407-93.6% |
| Admin fee / account holder | $305 | $15,207-98.0% | $12,098-97.5% | $12,270-97.5% |