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 | $5,279 | $112,729-95.3% | $98,716-94.7% | $137,256-96.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 26.45% | 38.48%-12.0pp | 31.81%-5.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $933 | $2,725-65.8% | $2,279-59.1% | $4,156-77.6% |
| Participant deferral / active EE | $2,100 | $4,640-54.8% | $4,048-48.1% | $6,407-67.2% |
| Admin fee / account holder | $591 | $10,129-94.2% | $8,703-93.2% | $12,270-95.2% |