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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,518 | $88,360-88.1% | $145,433-92.8% | $67,986-84.5% |
| Participation rate | 34.8% | 65.5%-30.7pp | 82.1%-47.3pp | 57.2%-22.4pp |
| Annual return | 30.65% | 63.15%-32.5pp | 66.58%-35.9pp | 31.67%-1.0pp |
| Employer contribution / active EE | $450 | $3,054-85.2% | $4,554-90.1% | $2,019-77.7% |
| Participant deferral / active EE | $989 | $5,932-83.3% | $7,897-87.5% | $3,358-70.5% |
| Admin fee / account holder | $1,589 | $3,313-52.0% | $13,129-87.9% | $3,203-50.4% |