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.
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 | $18,266 | $88,672-79.4% | $105,223-82.6% | $82,448-77.8% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 15.64% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,312 | $3,048-56.9% | $3,689-64.4% | $2,551-48.6% |
| Participant deferral / active EE | $2,329 | $4,036-42.3% | $5,072-54.1% | $4,139-43.7% |
| Admin fee / account holder | $3,361 | $7,146-53.0% | $8,859-62.1% | $7,234-53.5% |