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 | $381,922 | $130,267+193.2% | $145,661+162.2% | $102,872+271.3% |
| Participation rate | 67.3% | 83.3%-16.0pp | 77.2%-9.9pp | 73.0%-5.7pp |
| Annual return | 23.68% | 17.79%+5.9pp | 101.46%-77.8pp | 19.06%+4.6pp |
| Employer contribution / active EE | $2,401 | $4,061-40.9% | $4,238-43.3% | $3,526-31.9% |
| Participant deferral / active EE | $5,399 | $6,550-17.6% | $7,198-25.0% | $5,535-2.5% |
| Admin fee / account holder | $205 | $396-48.2% | $12,466-98.4% | $292-29.9% |