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.
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 | $25,991 | $65,061-60.1% | $143,757-81.9% | $66,914-61.2% |
| Participation rate | 46.6% | 65.2%-18.6pp | 80.3%-33.7pp | 69.8%-23.2pp |
| Annual return | -15.90% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,258 | $2,361-46.7% | $4,951-74.6% | $2,544-50.5% |
| Participant deferral / active EE | $2,496 | $2,919-14.5% | $5,637-55.7% | $4,237-41.1% |
| Admin fee / account holder | $213 | $502-57.6% | $14,673-98.6% | $593-64.2% |