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 6-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 | $27,214 | $80,705-66.3% | $115,768-76.5% | $67,986-60.0% |
| Participation rate | 24.9% | 63.0%-38.1pp | 74.4%-49.5pp | 57.2%-32.4pp |
| Annual return | 16.40% | 18.49%-2.1pp | 100.46%-84.1pp | 31.67%-15.3pp |
| Employer contribution / active EE | $628 | $2,046-69.3% | $2,940-78.6% | $2,019-68.9% |
| Participant deferral / active EE | $1,017 | $3,559-71.4% | $4,917-79.3% | $3,358-69.7% |
| Admin fee / account holder | $1,211 | $4,135-70.7% | $12,439-90.3% | $3,203-62.2% |