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.
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 | $135,896 | $94,031+44.5% | $115,768+17.4% | $82,448+64.8% |
| Participation rate | 19.2% | 70.4%-51.2pp | 74.4%-55.2pp | 68.1%-48.8pp |
| Annual return | 18.72% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $690 | $2,323-70.3% | $2,940-76.5% | $2,551-72.9% |
| Participant deferral / active EE | $1,205 | $3,972-69.6% | $4,917-75.5% | $4,139-70.9% |
| Admin fee / account holder | $1,117 | $10,249-89.1% | $12,439-91.0% | $7,234-84.6% |