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.
Employer 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 | $5,260 | $154,228-96.6% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 171.82% | 74.59%+97.2pp | 66.58%+105.2pp | 220.34%-48.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,977 | $8,216-63.8% | $7,897-62.3% | $6,407-53.5% |
| Admin fee / account holder | $3,004 | $14,344-79.1% | $13,129-77.1% | $12,270-75.5% |