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 5-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 | $8,234 | $68,097-87.9% | $62,929-86.9% | $137,256-94.0% |
| Participation rate | 41.7% | 77.4%-35.8pp | 73.1%-31.4pp | 80.0%-38.3pp |
| Annual return | 15.20% | 1859.11%-1843.9pp | 1063.93%-1048.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $416 | $2,811-85.2% | $2,505-83.4% | $4,156-90.0% |
| Participant deferral / active EE | $673 | $4,553-85.2% | $3,888-82.7% | $6,407-89.5% |
| Admin fee / account holder | $1,073 | $6,521-83.5% | $5,065-78.8% | $12,270-91.3% |