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 | $371,457 | $111,535+233.0% | $105,223+253.0% | $137,256+170.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 2301.73% | 237.85%+2063.9pp | 180.65%+2121.1pp | 220.34%+2081.4pp |
| Employer contribution / active EE | $485 | $3,939-87.7% | $3,689-86.9% | $4,156-88.3% |
| Participant deferral / active EE | $3,577 | $5,500-35.0% | $5,072-29.5% | $6,407-44.2% |
| Admin fee / account holder | $524 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |