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 | $68,237 | $154,228-55.8% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 17.6% | 83.8%-66.1pp | 82.1%-64.5pp | 80.0%-62.3pp |
| Annual return | 18.11% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $958 | $4,804-80.1% | $4,554-79.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,041 | $8,216-87.3% | $7,897-86.8% | $6,407-83.8% |
| Admin fee / account holder | $2,129 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |