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 | $15,345 | $106,749-85.6% | $145,433-89.4% | $82,448-81.4% |
| Participation rate | 60.4% | 75.6%-15.2pp | 82.1%-21.7pp | 68.1%-7.7pp |
| Annual return | 21.11% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,411 | $3,444-59.0% | $4,554-69.0% | $2,551-44.7% |
| Participant deferral / active EE | $1,887 | $6,519-71.0% | $7,897-76.1% | $4,139-54.4% |
| Admin fee / account holder | $1,176 | $8,390-86.0% | $13,129-91.0% | $7,234-83.7% |