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 7-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 | $13,650 | $95,453-85.7% | $112,040-87.8% | $82,448-83.4% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.5%-17.0pp | 68.1%-8.6pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $976 | $2,318-57.9% | $2,954-67.0% | $2,551-61.8% |
| Participant deferral / active EE | $1,912 | $4,224-54.7% | $5,098-62.5% | $4,139-53.8% |
| Admin fee / account holder | $1,936 | $9,013-78.5% | $12,098-84.0% | $7,234-73.2% |