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 9-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 | $120,807 | $154,228-21.7% | $145,433-16.9% | $137,256-12.0% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 17.81% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $563 | $4,804-88.3% | $4,554-87.6% | $4,156-86.5% |
| Participant deferral / active EE | $2,462 | $8,216-70.0% | $7,897-68.8% | $6,407-61.6% |
| Admin fee / account holder | $6,782 | $14,344-52.7% | $13,129-48.3% | $12,270-44.7% |