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 | $93,168 | $48,277+93.0% | $67,511+38.0% | $80,874+15.2% |
| Participation rate | 40.6% | 66.4%-25.8pp | 72.9%-32.3pp | 67.6%-27.0pp |
| Annual return | 14.77% | 18.27%-3.5pp | 3517.41%-3502.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,347 | $2,021+164.5% | $2,733+95.7% | $2,756+94.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $325 | $3,687-91.2% | $3,999-91.9% | $6,935-95.3% |