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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,719 | $201,272-28.1% | $184,203-21.4% | $145,922-0.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | -9.57% | 29.00%-38.6pp | 28.81%-38.4pp | 561.29%-570.9pp |
| Employer contribution / active EE | $6,000 | $7,022-14.6% | $6,427-6.6% | $4,660+28.8% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |