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 | $17,367 | $112,729-84.6% | $98,716-82.4% | $137,256-87.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 48.36% | 38.48%+9.9pp | 31.81%+16.5pp | 220.34%-172.0pp |
| Employer contribution / active EE | $795 | $2,725-70.8% | $2,279-65.1% | $4,156-80.9% |
| Participant deferral / active EE | $882 | $4,640-81.0% | $4,048-78.2% | $6,407-86.2% |
| Admin fee / account holder | $7,168 | $10,129-29.2% | $8,703-17.6% | $12,270-41.6% |