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 | $3,357,763 | $76,050+4315.2% | $96,544+3378.0% | $71,457+4599.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 76.0%-76.0pp | 67.9%-67.9pp |
| Annual return | 24.32% | 22.81%+1.5pp | 25.84%-1.5pp | 28.85%-4.5pp |
| Employer contribution / active EE | $3,291 | $2,244+46.6% | $2,965+11.0% | $2,588+27.2% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |