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 | $74,888-16.1% | $71,209-11.8% | $142,382-55.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -4.06% | 345.14%-349.2pp | 282.51%-286.6pp | 217.08%-221.1pp |
| Employer contribution / active EE | $5,000 | $2,854+75.2% | $2,721+83.8% | $4,299+16.3% |
| Participant deferral / active EE | $13,375 | $4,454+200.3% | $4,175+220.3% | $6,507+105.5% |
| Admin fee / account holder | $1 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |