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 3-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 | $75,485 | $100,970-25.2% | $96,576-21.8% | $137,256-45.0% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 15.92% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $13 | $3,809-99.7% | $3,553-99.6% | $4,156-99.7% |
| Participant deferral / active EE | $45 | $8,286-99.5% | $7,956-99.4% | $6,407-99.3% |
| Admin fee / account holder | $444 | $11,312-96.1% | $11,381-96.1% | $12,270-96.4% |