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 9-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 | $16,251 | $86,922-81.3% | $102,438-84.1% | $80,874-79.9% |
| Participation rate | 39.2% | 72.4%-33.2pp | 76.5%-37.3pp | 67.6%-28.5pp |
| Annual return | 16.42% | 18.90%-2.5pp | 29.37%-13.0pp | 35.62%-19.2pp |
| Employer contribution / active EE | $812 | $2,369-65.7% | $3,024-73.1% | $2,756-70.5% |
| Participant deferral / active EE | $2,858 | $4,119-30.6% | $5,054-43.5% | $4,297-33.5% |
| Admin fee / account holder | $557 | $8,050-93.1% | $9,448-94.1% | $6,935-92.0% |