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.)
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 | $105,231 | $172,111-38.9% | $150,298-30.0% | $137,256-23.3% |
| Participation rate | 18.8% | 81.7%-63.0pp | 77.8%-59.0pp | 80.0%-61.2pp |
| Annual return | 15.79% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $430 | $4,636-90.7% | $4,154-89.7% | $4,156-89.7% |
| Participant deferral / active EE | $2,797 | $6,166-54.6% | $5,453-48.7% | $6,407-56.3% |
| Admin fee / account holder | $1,114 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |