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 | $269,699 | $185,822+45.1% | $169,993+58.7% | $139,434+93.4% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 32.56% | 60.50%-27.9pp | 53.37%-20.8pp | 372.94%-340.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,750 | $11,622-67.7% | $10,408-64.0% | $6,710-44.1% |
| Admin fee / account holder | $2,605 | $15,381-83.1% | $12,815-79.7% | $11,403-77.2% |