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 | $9,101 | $44,984-79.8% | $85,009-89.3% | $74,546-87.8% |
| Participation rate | 23.5% | 49.4%-25.9pp | 67.5%-44.0pp | 67.2%-43.7pp |
| Annual return | 14.09% | 26.25%-12.2pp | 66.47%-52.4pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $423 | $1,458-71.0% | $2,728-84.5% | $2,624-83.9% |
| Participant deferral / active EE | $535 | $2,733-80.4% | $4,522-88.2% | $4,347-87.7% |
| Admin fee / account holder | $700 | $2,208-68.3% | $6,153-88.6% | $1,944-64.0% |