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 | $24,547 | $201,259-87.8% | $184,200-86.7% | $145,959-83.2% |
| Participation rate | 45.0% | 87.5%-42.5pp | 86.8%-41.8pp | 80.3%-35.3pp |
| Annual return | 11.13% | 28.98%-17.9pp | 28.80%-17.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,264 | $9,806-66.7% | $9,132-64.3% | $6,689-51.2% |
| Admin fee / account holder | $384 | $16,372-97.7% | $13,907-97.2% | $13,398-97.1% |