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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,064 | $68,097-92.6% | $62,929-92.0% | $137,256-96.3% |
| Participation rate | 52.4% | 77.4%-25.1pp | 73.1%-20.7pp | 80.0%-27.6pp |
| Annual return | 4.99% | 1859.11%-1854.1pp | 1063.93%-1058.9pp | 220.34%-215.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $171 | $4,553-96.2% | $3,888-95.6% | $6,407-97.3% |
| Admin fee / account holder | $633 | $6,521-90.3% | $5,065-87.5% | $12,270-94.8% |