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 | $22,438 | $108,825-79.4% | $156,181-85.6% | $82,448-72.8% |
| Participation rate | 40.5% | 72.4%-31.8pp | 78.8%-38.3pp | 68.1%-27.5pp |
| Annual return | 24.19% | 20.59%+3.6pp | 64.87%-40.7pp | 41.64%-17.4pp |
| Employer contribution / active EE | $902 | $2,870-68.6% | $4,294-79.0% | $2,551-64.7% |
| Participant deferral / active EE | $2,098 | $4,577-54.2% | $6,132-65.8% | $4,139-49.3% |
| Admin fee / account holder | $2,293 | $9,341-75.5% | $14,586-84.3% | $7,234-68.3% |