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 9-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 | $26,105 | $108,825-76.0% | $156,181-83.3% | $82,448-68.3% |
| Participation rate | 55.8% | 72.4%-16.6pp | 78.8%-23.1pp | 68.1%-12.3pp |
| Annual return | 14.31% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,204 | $2,870-58.1% | $4,294-72.0% | $2,551-52.8% |
| Participant deferral / active EE | $1,808 | $4,577-60.5% | $6,132-70.5% | $4,139-56.3% |
| Admin fee / account holder | $1,920 | $9,341-79.4% | $14,586-86.8% | $7,234-73.5% |