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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $818,701 | $43,133+1798.1% | $89,391+815.9% | $73,488+1014.1% |
| Participation rate | 3.1% | 55.0%-51.8pp | 68.0%-64.8pp | 70.7%-67.5pp |
| Annual return | 88.39% | 135.66%-47.3pp | 245.62%-157.2pp | 28.51%+59.9pp |
| Employer contribution / active EE | $526 | $1,438-63.4% | $2,586-79.6% | $2,270-76.8% |
| Participant deferral / active EE | $449 | $2,445-81.6% | $3,890-88.5% | $3,740-88.0% |
| Admin fee / account holder | $31 | $444-93.0% | $4,881-99.4% | $513-93.9% |