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 | $7,488 | $45,343-83.5% | $150,298-95.0% | $67,986-89.0% |
| Participation rate | 11.6% | 51.9%-40.3pp | 77.8%-66.2pp | 57.2%-45.6pp |
| Annual return | 19.29% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $257 | $2,055-87.5% | $5,453-95.3% | $3,358-92.4% |
| Admin fee / account holder | $610 | $2,250-72.9% | $14,116-95.7% | $3,203-81.0% |