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.
Participant contribution per participant 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 | $1,095,784 | $55,636+1869.6% | $81,983+1236.6% | $73,488+1391.1% |
| Participation rate | 0.0% | 62.3%-62.3pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | 16.97% | 19.07%-2.1pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $711 | $2,762-74.3% | $3,722-80.9% | $3,740-81.0% |
| Admin fee / account holder | $174 | $493-64.7% | $5,664-96.9% | $513-66.1% |