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 6-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 | $62,467 | $76,785-18.6% | $56,441+10.7% | $145,959-57.2% |
| Participation rate | 27.8% | 63.2%-35.5pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 26.48% | 3000.51%-2974.0pp | 1704.21%-1677.7pp | 561.95%-535.5pp |
| Employer contribution / active EE | $122 | $1,381-91.2% | $1,039-88.3% | $4,661-97.4% |
| Participant deferral / active EE | $131 | $2,624-95.0% | $1,953-93.3% | $6,689-98.0% |
| Admin fee / account holder | $545 | $3,334-83.7% | $2,829-80.7% | $13,398-95.9% |