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 7-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 | $52,336 | $51,604+1.4% | $129,295-59.5% | $80,874-35.3% |
| Participation rate | 15.3% | 57.0%-41.7pp | 69.6%-54.3pp | 67.6%-52.4pp |
| Annual return | 26.10% | 20.76%+5.3pp | 9429.28%-9403.2pp | 35.62%-9.5pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $526 | $2,670-80.3% | $4,169-87.4% | $4,297-87.8% |
| Admin fee / account holder | $1,066 | $4,310-75.3% | $7,665-86.1% | $6,935-84.6% |