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 | $404,027 | $209,336+93.0% | $197,124+105.0% | $137,256+194.4% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 12.58% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,296 | $6,591-80.3% | $6,227-79.2% | $4,156-68.8% |
| Participant deferral / active EE | $12,567 | $9,614+30.7% | $9,135+37.6% | $6,407+96.2% |
| Admin fee / account holder | $7,970 | $17,308-54.0% | $16,298-51.1% | $12,270-35.0% |