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 | $51,340 | $73,787-30.4% | $98,716-48.0% | $82,448-37.7% |
| Participation rate | 46.7% | 61.4%-14.7pp | 69.3%-22.6pp | 68.1%-21.4pp |
| Annual return | 18.16% | 18.57%-0.4pp | 31.81%-13.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $390 | $1,511-74.2% | $2,279-82.9% | $2,551-84.7% |
| Participant deferral / active EE | $940 | $3,081-69.5% | $4,048-76.8% | $4,139-77.3% |
| Admin fee / account holder | $522 | $6,500-92.0% | $8,703-94.0% | $7,234-92.8% |