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 | $62,820 | $72,071-12.8% | $68,368-8.1% | $137,256-54.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -4.06% | 353.14%-357.2pp | 292.57%-296.6pp | 220.34%-224.4pp |
| Employer contribution / active EE | $5,000 | $2,788+79.3% | $2,649+88.8% | $4,156+20.3% |
| Participant deferral / active EE | $13,375 | $4,410+203.3% | $4,123+224.4% | $6,407+108.8% |
| Admin fee / account holder | $1 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |