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.
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 | $101,512 | $52,353+93.9% | $120,225-15.6% | $82,448+23.1% |
| Participation rate | 17.6% | 58.3%-40.7pp | 69.6%-51.9pp | 68.1%-50.4pp |
| Annual return | 15.09% | 61.85%-46.8pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,030 | $2,627-60.8% | $3,999-74.3% | $4,139-75.1% |
| Admin fee / account holder | $27,214 | $4,363+523.8% | $5,696+377.8% | $7,234+276.2% |