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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,759 | $172,111+168.3% | $150,298+207.2% | $137,256+236.4% |
| Participation rate | 18.8% | 81.7%-63.0pp | 77.8%-59.0pp | 80.0%-61.2pp |
| Annual return | 19.98% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $643 | $4,636-86.1% | $4,154-84.5% | $4,156-84.5% |
| Participant deferral / active EE | $3,100 | $6,166-49.7% | $5,453-43.1% | $6,407-51.6% |
| Admin fee / account holder | $405 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |