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.
See the 10-year trajectory. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $812,020-100.0% | $689,286-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 74.3%-74.3pp | 79.0%-79.0pp |
| Annual return | 20.30% | 12.53%+7.8pp | 12.52%+7.8pp | 11.86%+8.4pp |
| Employer contribution / active EE | $2,801 | $18,679-85.0% | $16,865-83.4% | $12,925-78.3% |
| Participant deferral / active EE | $6,183 | $1,219+407.2% | $1,207+412.0% | $4,976+24.2% |
| Admin fee / account holder | $0 | $14,679-100.0% | $12,748-100.0% | $23,717-100.0% |