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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $661,475 | $201,272+228.6% | $184,203+259.1% | $145,922+353.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.07% | 29.00%-8.9pp | 28.81%-8.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $6,092 | $7,022-13.2% | $6,427-5.2% | $4,660+30.7% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,131+122.7% | $6,688+204.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |