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 | $44,014 | $111,814-60.6% | $93,654-53.0% | $145,959-69.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 15.02% | 203.30%-188.3pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,178 | $3,092-61.9% | $2,421-51.3% | $4,661-74.7% |
| Participant deferral / active EE | $433 | $4,914-91.2% | $4,413-90.2% | $6,689-93.5% |
| Admin fee / account holder | $551 | $10,246-94.6% | $8,282-93.4% | $13,398-95.9% |