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 8-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 | $9,933,333 | $44,473+22235.6% | $76,523+12880.8% | $55,725+17725.6% |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | 70.9%-70.9pp |
| Annual return | 28.66% | -2.01%+30.7pp | -0.27%+28.9pp | 244.93%-216.3pp |
| Employer contribution / active EE | $5,216 | $1,101+373.6% | $2,647+97.0% | $2,078+151.0% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |