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 | $717,231 | $59,186+1111.8% | $76,768+834.3% | $56,287+1174.2% |
| Participation rate | 69.7% | 75.2%-5.5pp | 77.0%-7.2pp | 69.9%-0.1pp |
| Annual return | 18.35% | 6.62%+11.7pp | 2.43%+15.9pp | -9.96%+28.3pp |
| Employer contribution / active EE | $21,352 | $1,759+1114.2% | $2,485+759.2% | $2,111+911.4% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |