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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,456 | $88,672-20.5% | $105,223-33.0% | $82,448-14.5% |
| Participation rate | 39.7% | 67.9%-28.3pp | 75.0%-35.4pp | 68.1%-28.4pp |
| Annual return | 10.22% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,034 | $4,036-49.6% | $5,072-59.9% | $4,139-50.9% |
| Admin fee / account holder | $1,572 | $7,146-78.0% | $8,859-82.3% | $7,234-78.3% |