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 | $3,787 | $180,749-97.9% | $160,784-97.6% | $137,256-97.2% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 25.66% | 2234.46%-2208.8pp | 1803.92%-1778.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $859 | $4,155-79.3% | $3,733-77.0% | $4,156-79.3% |
| Participant deferral / active EE | $921 | $6,844-86.5% | $6,293-85.4% | $6,407-85.6% |
| Admin fee / account holder | $1,467 | $10,397-85.9% | $9,717-84.9% | $12,270-88.0% |