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 | $8,973 | $132,634-93.2% | $115,768-92.2% | $137,256-93.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 19.68% | 160.70%-141.0pp | 100.46%-80.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,088 | $3,360-67.6% | $2,940-63.0% | $4,156-73.8% |
| Participant deferral / active EE | $1,988 | $5,619-64.6% | $4,917-59.6% | $6,407-69.0% |
| Admin fee / account holder | $1,852 | $15,028-87.7% | $12,439-85.1% | $12,270-84.9% |