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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $681,998 | $101,724+570.4% | $164,813+313.8% | $80,856+743.5% |
| Participation rate | 48.2% | 71.8%-23.6pp | 78.6%-30.4pp | 67.6%-19.4pp |
| Annual return | 5.12% | 16.72%-11.6pp | 69.93%-64.8pp | 35.59%-30.5pp |
| Employer contribution / active EE | $11,598 | $2,953+292.7% | $4,341+167.2% | $2,755+321.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |