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 | $77,524 | $114,381-32.2% | $107,525-27.9% | $142,382-45.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 2.69% | 242.71%-240.0pp | 181.32%-178.6pp | 217.08%-214.4pp |
| Employer contribution / active EE | $15,000 | $4,015+273.6% | $3,754+299.6% | $4,299+248.9% |
| Participant deferral / active EE | $23,500 | $5,564+322.3% | $5,116+359.4% | $6,507+261.1% |
| Admin fee / account holder | $221 | $9,860-97.8% | $8,919-97.5% | $12,624-98.2% |