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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,320 | $112,729-72.2% | $98,716-68.3% | $137,256-77.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 7.32% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $789 | $2,725-71.0% | $2,279-65.4% | $4,156-81.0% |
| Participant deferral / active EE | $895 | $4,640-80.7% | $4,048-77.9% | $6,407-86.0% |
| Admin fee / account holder | $11,553 | $10,129+14.1% | $8,703+32.7% | $12,270-5.8% |