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 3-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 | $4,875 | $76,407-93.6% | $150,298-96.8% | $82,448-94.1% |
| Participation rate | 41.9% | 66.4%-24.5pp | 77.8%-35.8pp | 68.1%-26.1pp |
| Annual return | 26.29% | 39.99%-13.7pp | 62.79%-36.5pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,070 | $3,214-66.7% | $5,453-80.4% | $4,139-74.1% |
| Admin fee / account holder | $1,385 | $6,352-78.2% | $14,116-90.2% | $7,234-80.9% |