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.
Employer 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 | $20,204 | $72,071-72.0% | $68,368-70.4% | $137,256-85.3% |
| Participation rate | 17.4% | 76.2%-58.8pp | 73.8%-56.4pp | 80.0%-62.6pp |
| Annual return | 22.89% | 353.14%-330.3pp | 292.57%-269.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $217 | $2,788-92.2% | $2,649-91.8% | $4,156-94.8% |
| Participant deferral / active EE | $977 | $4,410-77.8% | $4,123-76.3% | $6,407-84.7% |
| Admin fee / account holder | $421 | $5,336-92.1% | $5,150-91.8% | $12,270-96.6% |