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 | $358,640 | $154,228+132.5% | $145,433+146.6% | $137,256+161.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.01% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $23,250 | $4,804+384.0% | $4,554+410.5% | $4,156+459.4% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |