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 | $89,880 | $172,478-47.9% | $145,661-38.3% | $142,382-36.9% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.2%-37.2pp | 80.1%-40.1pp |
| Annual return | -31.52% | 151.09%-182.6pp | 101.46%-133.0pp | 217.08%-248.6pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |