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 | $15,200 | $86,922-82.5% | $102,438-85.2% | $80,874-81.2% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.6%-11.0pp |
| Annual return | 29.64% | 18.90%+10.7pp | 29.37%+0.3pp | 35.62%-6.0pp |
| Employer contribution / active EE | $738 | $2,369-68.8% | $3,024-75.6% | $2,756-73.2% |
| Participant deferral / active EE | $1,834 | $4,119-55.5% | $5,054-63.7% | $4,297-57.3% |
| Admin fee / account holder | $623 | $8,050-92.3% | $9,448-93.4% | $6,935-91.0% |