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 7-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 | $67,743 | $132,634-48.9% | $115,768-41.5% | $137,256-50.6% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.4%-43.1pp | 80.0%-48.7pp |
| Annual return | 12.99% | 160.70%-147.7pp | 100.46%-87.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $955 | $3,360-71.6% | $2,940-67.5% | $4,156-77.0% |
| Participant deferral / active EE | $985 | $5,619-82.5% | $4,917-80.0% | $6,407-84.6% |
| Admin fee / account holder | $7,862 | $15,028-47.7% | $12,439-36.8% | $12,270-35.9% |