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 | $84,406 | $79,184+6.6% | $102,438-17.6% | $74,546+13.2% |
| Participation rate | 28.7% | 74.8%-46.1pp | 76.5%-47.8pp | 67.2%-38.5pp |
| Annual return | 11.58% | 54.95%-43.4pp | 29.37%-17.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $996 | $2,362-57.8% | $3,024-67.0% | $2,624-62.0% |
| Participant deferral / active EE | $1,755 | $4,414-60.2% | $5,054-65.3% | $4,347-59.6% |
| Admin fee / account holder | $3,234 | $2,001+61.6% | $9,448-65.8% | $1,944+66.4% |