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 | $255,141 | $101,618+151.1% | $93,063+174.2% | $137,256+85.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 3.77% | 223.95%-220.2pp | 34.15%-30.4pp | 220.34%-216.6pp |
| Employer contribution / active EE | $8,140 | $2,707+200.7% | $2,476+228.7% | $4,156+95.9% |
| Participant deferral / active EE | $13,333 | $4,279+211.6% | $3,958+236.9% | $6,407+108.1% |
| Admin fee / account holder | $50 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |