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 4-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 | $1,444 | $47,479-97.0% | $62,929-97.7% | $82,448-98.2% |
| Participation rate | 63.3% | 66.9%-3.5pp | 73.1%-9.8pp | 68.1%-4.7pp |
| Annual return | 23.61% | 20.34%+3.3pp | 1063.93%-1040.3pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $472 | $2,870-83.5% | $3,888-87.9% | $4,139-88.6% |
| Admin fee / account holder | $582 | $3,804-84.7% | $5,065-88.5% | $7,234-92.0% |