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 9-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.
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 | $31,231 | $76,670-59.3% | $96,683-67.7% | $71,457-56.3% |
| Participation rate | 36.9% | 66.6%-29.7pp | 74.3%-37.5pp | 67.9%-31.1pp |
| Annual return | 22.56% | 48.29%-25.7pp | 35.69%-13.1pp | 28.85%-6.3pp |
| Employer contribution / active EE | $1,206 | $3,031-60.2% | $3,737-67.7% | $2,588-53.4% |
| Participant deferral / active EE | $1,458 | $3,771-61.3% | $4,878-70.1% | $4,289-66.0% |
| Admin fee / account holder | $19 | $2,028-99.1% | $6,730-99.7% | $1,587-98.8% |