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 | $6,573 | $47,105-86.0% | $68,368-90.4% | $67,986-90.3% |
| Participation rate | 7.4% | 51.8%-44.4pp | 73.8%-66.3pp | 57.2%-49.8pp |
| Annual return | 29.70% | 48.37%-18.7pp | 292.57%-262.9pp | 31.67%-2.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $178 | $2,374-92.5% | $4,123-95.7% | $3,358-94.7% |
| Admin fee / account holder | $465 | $2,435-80.9% | $5,150-91.0% | $3,203-85.5% |