See peer percentile detail. $4.99 for 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,377 | $214,378+113.4% | $200,582+128.0% | $142,382+221.2% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.9%-66.9pp | 80.1%-60.1pp |
| Annual return | 18.60% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $897 | $6,841-86.9% | $6,419-86.0% | $4,299-79.1% |
| Participant deferral / active EE | $7,256 | $9,865-26.4% | $9,331-22.2% | $6,507+11.5% |
| Admin fee / account holder | $2,253 | $17,692-87.3% | $16,305-86.2% | $12,624-82.2% |