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 | $561,369 | $72,400+675.4% | $67,502+731.6% | $145,922+284.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 24.15% | 7182.46%-7158.3pp | 3512.12%-3488.0pp | 561.29%-537.1pp |
| Employer contribution / active EE | $30,667 | $3,069+899.2% | $2,731+1023.0% | $4,660+558.1% |
| Participant deferral / active EE | $15,333 | $4,783+220.6% | $4,000+283.3% | $6,688+129.3% |
| Admin fee / account holder | $168 | $5,539-97.0% | $3,998-95.8% | $13,397-98.7% |