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 | $4,598 | $63,703-92.8% | $93,063-95.1% | $82,448-94.4% |
| Participation rate | 64.3% | 63.8%+0.5pp | 72.1%-7.8pp | 68.1%-3.8pp |
| Annual return | 45.24% | -775.43%+820.7pp | 34.15%+11.1pp | 41.64%+3.6pp |
| Employer contribution / active EE | $1,570 | $1,729-9.2% | $2,476-36.6% | $2,551-38.4% |
| Participant deferral / active EE | $1,329 | $2,919-54.5% | $3,958-66.4% | $4,139-67.9% |
| Admin fee / account holder | $300 | $5,982-95.0% | $6,033-95.0% | $7,234-95.8% |