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 4-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 | $64,778 | $88,360-26.7% | $145,433-55.5% | $67,986-4.7% |
| Participation rate | 42.4% | 65.5%-23.1pp | 82.1%-39.8pp | 57.2%-14.8pp |
| Annual return | 18.36% | 63.15%-44.8pp | 66.58%-48.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $758 | $3,054-75.2% | $4,554-83.4% | $2,019-62.4% |
| Participant deferral / active EE | $1,474 | $5,932-75.1% | $7,897-81.3% | $3,358-56.1% |
| Admin fee / account holder | $4,542 | $3,313+37.1% | $13,129-65.4% | $3,203+41.8% |