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 | $27,784 | $72,400-61.6% | $67,502-58.8% | $145,922-81.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 5.33% | 7182.46%-7177.1pp | 3512.12%-3506.8pp | 561.29%-556.0pp |
| Employer contribution / active EE | $3,629 | $3,069+18.2% | $2,731+32.9% | $4,660-22.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $121 | $5,539-97.8% | $3,998-97.0% | $13,397-99.1% |