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 | $335,356 | $45,863+631.2% | $77,024+335.4% | $68,494+389.6% |
| Participation rate | 9.0% | 55.9%-47.0pp | 67.9%-58.9pp | 67.9%-58.9pp |
| Annual return | -17.12% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $657 | $1,650-60.1% | $2,812-76.6% | $2,596-74.7% |
| Participant deferral / active EE | $1,726 | $2,962-41.7% | $4,426-61.0% | $4,027-57.1% |
| Admin fee / account holder | $91 | $3,041-97.0% | $5,425-98.3% | $5,403-98.3% |