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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,816 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 13.3% | 83.8%-70.5pp | 82.1%-68.8pp | 80.0%-66.6pp |
| Annual return | 0.27% | 74.59%-74.3pp | 66.58%-66.3pp | 220.34%-220.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,589 | $8,216-68.5% | $7,897-67.2% | $6,407-59.6% |
| Admin fee / account holder | $5,424 | $14,344-62.2% | $13,129-58.7% | $12,270-55.8% |