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.
Employer 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 | $32,464 | $58,923-44.9% | $97,167-66.6% | $74,546-56.5% |
| Participation rate | 33.3% | 63.6%-30.3pp | 72.7%-39.4pp | 67.2%-33.9pp |
| Annual return | 52.57% | 16.04%+36.5pp | 75.27%-22.7pp | 1366.03%-1313.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,959 | $3,664+35.3% | $4,264+16.3% | $4,347+14.1% |
| Admin fee / account holder | $7,601 | $1,974+285.2% | $5,650+34.5% | $1,944+291.1% |