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.
Annual investment return 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 | $34,733 | $65,061-46.6% | $143,757-75.8% | $66,914-48.1% |
| Participation rate | 39.3% | 65.2%-25.9pp | 80.3%-41.0pp | 69.8%-30.5pp |
| Annual return | -19.58% | -11.14%-8.4pp | -0.04%-19.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $612 | $2,361-74.1% | $4,951-87.6% | $2,544-76.0% |
| Participant deferral / active EE | $1,154 | $2,919-60.5% | $5,637-79.5% | $4,237-72.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |