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 | $21,766 | $34,932-37.7% | $56,441-61.4% | $74,546-70.8% |
| Participation rate | 52.7% | 32.9%+19.8pp | 52.5%+0.2pp | 67.2%-14.5pp |
| Annual return | 11.85% | 24.90%-13.0pp | 1704.21%-1692.4pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1 | $608-99.9% | $1,039-99.9% | $2,624-100.0% |
| Participant deferral / active EE | $518 | $1,173-55.9% | $1,953-73.5% | $4,347-88.1% |
| Admin fee / account holder | $1,842 | $2,359-21.9% | $2,829-34.9% | $1,944-5.2% |