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 | $254,129 | $107,452+136.5% | $91,541+177.6% | $142,382+78.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 11.85% | 22.06%-10.2pp | 20.50%-8.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $125 | $2,994-95.8% | $2,505-95.0% | $4,299-97.1% |
| Participant deferral / active EE | $650 | $4,754-86.3% | $4,008-83.8% | $6,507-90.0% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |