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.
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 | $16,423 | $63,904-74.3% | $89,340-81.6% | $67,986-75.8% |
| Participation rate | 28.3% | 54.3%-26.0pp | 69.6%-41.3pp | 57.2%-28.9pp |
| Annual return | 20.13% | 18.09%+2.0pp | 20.57%-0.4pp | 31.67%-11.5pp |
| Employer contribution / active EE | $200 | $1,627-87.7% | $2,231-91.0% | $2,019-90.1% |
| Participant deferral / active EE | $1,164 | $2,691-56.8% | $3,823-69.6% | $3,358-65.3% |
| Admin fee / account holder | $325 | $3,315-90.2% | $6,704-95.2% | $3,203-89.9% |