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 7-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,395 | $35,986-79.5% | $77,482-90.5% | $73,488-89.9% |
| Participation rate | 54.6% | 40.8%+13.8pp | 54.2%+0.4pp | 70.7%-16.1pp |
| Annual return | 25.78% | 19.26%+6.5pp | 54.79%-29.0pp | 28.51%-2.7pp |
| Employer contribution / active EE | $669 | $557+20.0% | $986-32.2% | $2,270-70.5% |
| Participant deferral / active EE | $1,058 | $1,198-11.6% | $1,861-43.1% | $3,740-71.7% |
| Admin fee / account holder | $18 | $466-96.1% | $2,858-99.4% | $513-96.4% |