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 5-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 | $73,535 | $77,896-5.6% | $134,172-45.2% | $82,448-10.8% |
| Participation rate | 14.7% | 62.8%-48.1pp | 72.5%-57.8pp | 68.1%-53.4pp |
| Annual return | 16.58% | 18.21%-1.6pp | 25.30%-8.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $614 | $2,159-71.6% | $3,420-82.1% | $2,551-75.9% |
| Participant deferral / active EE | $929 | $3,162-70.6% | $4,690-80.2% | $4,139-77.6% |
| Admin fee / account holder | $2,119 | $6,336-66.6% | $12,016-82.4% | $7,234-70.7% |