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 | $168,423 | $158,398+6.3% | $126,539+33.1% | $142,382+18.3% |
| Participation rate | 16.7% | 75.8%-59.1pp | 69.8%-53.2pp | 80.1%-63.5pp |
| Annual return | -15.80% | 593.76%-609.6pp | 425.95%-441.7pp | 217.08%-232.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |