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 | $6,738 | $68,097-90.1% | $62,929-89.3% | $137,256-95.1% |
| Participation rate | 52.2% | 77.4%-25.3pp | 73.1%-20.9pp | 80.0%-27.8pp |
| Annual return | 19.64% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $511 | $2,811-81.8% | $2,505-79.6% | $4,156-87.7% |
| Participant deferral / active EE | $626 | $4,553-86.2% | $3,888-83.9% | $6,407-90.2% |
| Admin fee / account holder | $814 | $6,521-87.5% | $5,065-83.9% | $12,270-93.4% |