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 | $59,732 | $210,698-71.7% | $178,014-66.4% | $145,959-59.1% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 3.42% | 386.27%-382.9pp | 294.80%-291.4pp | 561.95%-558.5pp |
| Employer contribution / active EE | $2,333 | $4,567-48.9% | $3,950-40.9% | $4,661-49.9% |
| Participant deferral / active EE | $7,667 | $6,958+10.2% | $6,276+22.2% | $6,689+14.6% |
| Admin fee / account holder | $100 | $12,016-99.2% | $10,362-99.0% | $13,398-99.3% |