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.
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 | $18,138,000 | $72,607+24881.0% | $90,749+19886.9% | $66,914+27006.3% |
| Participation rate | 0.0% | 73.7%-73.7pp | 75.7%-75.7pp | 69.8%-69.8pp |
| Annual return | -13.67% | -12.28%-1.4pp | -12.16%-1.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,605 | $2,369+52.2% | $2,921+23.4% | $2,544+41.7% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |