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.
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 | $27,469 | $80,812-66.0% | $160,784-82.9% | $82,448-66.7% |
| Participation rate | 37.3% | 66.2%-28.9pp | 77.0%-39.7pp | 68.1%-30.8pp |
| Annual return | 18.79% | 100.59%-81.8pp | 1803.92%-1785.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $310 | $2,174-85.7% | $3,733-91.7% | $2,551-87.9% |
| Participant deferral / active EE | $1,403 | $4,335-67.6% | $6,293-77.7% | $4,139-66.1% |
| Admin fee / account holder | $875 | $7,695-88.6% | $9,717-91.0% | $7,234-87.9% |