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 6-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 | $37,822 | $101,763-62.8% | $164,866-77.1% | $80,874-53.2% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.6%-30.1pp |
| Annual return | 13.87% | 16.73%-2.9pp | 69.97%-56.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,610 | $2,954-45.5% | $4,343-62.9% | $2,756-41.6% |
| Participant deferral / active EE | $1,761 | $4,477-60.7% | $6,033-70.8% | $4,297-59.0% |
| Admin fee / account holder | $3,280 | $8,228-60.1% | $12,689-74.1% | $6,935-52.7% |