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 6-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.
Employer 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 | $4,139 | $99,921-95.9% | $85,009-95.1% | $145,959-97.2% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 12.00% | 83.89%-71.9pp | 66.47%-54.5pp | 561.95%-549.9pp |
| Employer contribution / active EE | $31 | $3,233-99.0% | $2,728-98.9% | $4,661-99.3% |
| Participant deferral / active EE | $1,079 | $5,293-79.6% | $4,522-76.1% | $6,689-83.9% |
| Admin fee / account holder | $380 | $7,252-94.8% | $6,153-93.8% | $13,398-97.2% |