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 9-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.
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 | $265,301 | $82,202+222.7% | $125,339+111.7% | $64,808+309.4% |
| Participation rate | 37.5% | 77.9%-40.4pp | 82.4%-44.9pp | 71.5%-34.0pp |
| Annual return | 8.50% | 3.48%+5.0pp | 572.05%-563.6pp | 32.82%-24.3pp |
| Employer contribution / active EE | $7,670 | $3,615+112.1% | $4,814+59.3% | $2,506+206.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |