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 | $40,177 | $59,101-32.0% | $77,163-47.9% | $75,163-46.5% |
| Participation rate | 26.1% | 63.9%-37.8pp | 69.6%-43.5pp | 67.2%-41.1pp |
| Annual return | 24.90% | 26.71%-1.8pp | 37.87%-13.0pp | 160.62%-135.7pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |