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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,409,181 | $189,613+643.2% | $167,512+741.2% | $142,382+889.7% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 2.87% | 2024.68%-2021.8pp | 1615.79%-1612.9pp | 217.08%-214.2pp |
| Employer contribution / active EE | $480 | $4,349-89.0% | $3,882-87.6% | $4,299-88.8% |
| Participant deferral / active EE | $8,667 | $6,981+24.1% | $6,405+35.3% | $6,507+33.2% |
| Admin fee / account holder | $750,450 | $10,528+7028.0% | $9,769+7582.0% | $12,624+5844.8% |