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.)
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 | $11,857 | $172,111-93.1% | $150,298-92.1% | $137,256-91.4% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 27.51% | 69.37%-41.9pp | 62.79%-35.3pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,137 | $6,166-81.6% | $5,453-79.2% | $6,407-82.3% |
| Admin fee / account holder | $376 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |