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.
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 | $20,056 | $80,731-75.2% | $103,374-80.6% | $74,546-73.1% |
| Participation rate | 38.2% | 65.7%-27.5pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 14.20% | 27.56%-13.4pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,285 | $3,158-59.3% | $3,869-66.8% | $2,624-51.0% |
| Participant deferral / active EE | $2,017 | $3,860-47.7% | $5,058-60.1% | $4,347-53.6% |
| Admin fee / account holder | $3,948 | $2,369+66.7% | $8,394-53.0% | $1,944+103.1% |