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.
Annual investment return 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 | $592,583 | $37,393+1484.7% | $77,024+669.4% | $66,914+785.6% |
| Participation rate | 7.1% | 52.9%-45.8pp | 67.9%-60.8pp | 69.8%-62.7pp |
| Annual return | -22.03% | -3.29%-18.7pp | 42.32%-64.3pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,375 | $1,531-10.2% | $2,812-51.1% | $2,544-46.0% |
| Participant deferral / active EE | $998 | $2,617-61.8% | $4,426-77.4% | $4,237-76.4% |
| Admin fee / account holder | $65 | $567-88.5% | $5,425-98.8% | $593-89.0% |