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 9-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 | $18,035 | $55,472-67.5% | $155,567-88.4% | $74,546-75.8% |
| Participation rate | 20.6% | 61.9%-41.3pp | 78.2%-57.6pp | 67.2%-46.6pp |
| Annual return | 13.98% | 268.72%-254.7pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $364 | $2,269-84.0% | $4,674-92.2% | $2,624-86.1% |
| Participant deferral / active EE | $666 | $2,838-76.5% | $5,628-88.2% | $4,347-84.7% |
| Admin fee / account holder | $2,357 | $1,743+35.3% | $15,916-85.2% | $1,944+21.3% |