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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,078 | $37,393+87.4% | $77,024-9.0% | $66,914+4.7% |
| Participation rate | 61.6% | 52.9%+8.8pp | 67.9%-6.3pp | 69.8%-8.2pp |
| Annual return | -18.50% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,070 | $1,531+100.5% | $2,812+9.2% | $2,544+20.7% |
| Participant deferral / active EE | $3,771 | $2,617+44.1% | $4,426-14.8% | $4,237-11.0% |
| Admin fee / account holder | $9 | $567-98.5% | $5,425-99.8% | $593-98.5% |