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 10-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 | $46,965 | $83,369-43.7% | $105,223-55.4% | $67,986-30.9% |
| Participation rate | 24.2% | 56.3%-32.0pp | 75.0%-50.8pp | 57.2%-33.0pp |
| Annual return | 21.53% | 24.64%-3.1pp | 180.65%-159.1pp | 31.67%-10.1pp |
| Employer contribution / active EE | $942 | $2,541-62.9% | $3,689-74.5% | $2,019-53.4% |
| Participant deferral / active EE | $1,312 | $3,295-60.2% | $5,072-74.1% | $3,358-60.9% |
| Admin fee / account holder | $1,042 | $4,073-74.4% | $8,859-88.2% | $3,203-67.5% |