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 | $43,711 | $102,382-57.3% | $147,005-70.3% | $80,874-46.0% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 15.83% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,342 | $3,715-63.9% | $4,934-72.8% | $2,756-51.3% |
| Participant deferral / active EE | $2,075 | $6,646-68.8% | $8,070-74.3% | $4,297-51.7% |
| Admin fee / account holder | $693 | $7,942-91.3% | $13,006-94.7% | $6,935-90.0% |