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 4-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.
Participant 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 | $7,101 | $80,812-91.2% | $160,784-95.6% | $82,448-91.4% |
| Participation rate | 62.8% | 66.2%-3.4pp | 77.0%-14.2pp | 68.1%-5.3pp |
| Annual return | 15.03% | 100.59%-85.6pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $661 | $2,174-69.6% | $3,733-82.3% | $2,551-74.1% |
| Participant deferral / active EE | $1,052 | $4,335-75.7% | $6,293-83.3% | $4,139-74.6% |
| Admin fee / account holder | $1,686 | $7,695-78.1% | $9,717-82.6% | $7,234-76.7% |