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.
Participant contribution per participant 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 | $458,495 | $198,466+131.0% | $170,442+169.0% | $147,584+210.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 34.03% | 257.29%-223.3pp | 205.93%-171.9pp | 578.55%-544.5pp |
| Employer contribution / active EE | $1,363 | $6,184-78.0% | $5,433-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $1,143 | $5,629-79.7% | $4,939-76.9% | $5,439-79.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |