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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,800 | $628,955-99.7% | $628,955-99.7% | $338,187-99.5% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 44.0%+56.0pp |
| Annual return | 13.04% | 8.13%+4.9pp | 8.15%+4.9pp | 13.05%0pp |
| Employer contribution / active EE | $500 | $43,711-98.9% | $42,534-98.8% | $37,639-98.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |