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.
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 | $39,028 | $80,812-51.7% | $160,784-75.7% | $82,448-52.7% |
| Participation rate | 23.0% | 66.2%-43.3pp | 77.0%-54.0pp | 68.1%-45.1pp |
| Annual return | 14.19% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,494 | $4,335-65.5% | $6,293-76.3% | $4,139-63.9% |
| Admin fee / account holder | $1,096 | $7,695-85.8% | $9,717-88.7% | $7,234-84.8% |