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 3-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.
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 | $27,839 | $95,453-70.8% | $112,040-75.2% | $82,448-66.2% |
| Participation rate | 69.8% | 72.8%-2.9pp | 76.5%-6.7pp | 68.1%+1.8pp |
| Annual return | 24.09% | 23.92%+0.2pp | 24.52%-0.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $2,513 | $2,318+8.4% | $2,954-14.9% | $2,551-1.5% |
| Participant deferral / active EE | $3,956 | $4,224-6.3% | $5,098-22.4% | $4,139-4.4% |
| Admin fee / account holder | $1,080 | $9,013-88.0% | $12,098-91.1% | $7,234-85.1% |