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.
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 | $410,745 | $189,613+116.6% | $167,512+145.2% | $142,382+188.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | -2.87% | 2024.68%-2027.6pp | 1615.79%-1618.7pp | 217.08%-220.0pp |
| Employer contribution / active EE | $7,000 | $4,349+61.0% | $3,882+80.3% | $4,299+62.8% |
| Participant deferral / active EE | $20,667 | $6,981+196.0% | $6,405+222.7% | $6,507+217.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |