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 8-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 | $24,074 | $58,234-58.7% | $81,783-70.6% | $80,874-70.2% |
| Participation rate | 21.6% | 63.4%-41.8pp | 72.4%-50.7pp | 67.6%-46.0pp |
| Annual return | 14.39% | 41.70%-27.3pp | 775.05%-760.7pp | 35.62%-21.2pp |
| Employer contribution / active EE | $355 | $2,341-84.8% | $2,913-87.8% | $2,756-87.1% |
| Participant deferral / active EE | $531 | $3,283-83.8% | $4,320-87.7% | $4,297-87.7% |
| Admin fee / account holder | $3,271 | $4,982-34.3% | $7,380-55.7% | $6,935-52.8% |