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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,972 | $63,745-48.3% | $98,442-66.5% | $79,386-58.5% |
| Participation rate | 53.3% | 69.9%-16.6pp | 73.3%-20.1pp | 70.7%-17.4pp |
| Annual return | 14.14% | 625.80%-611.7pp | 1492.73%-1478.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $738 | $2,557-71.1% | $2,960-75.1% | $2,427-69.6% |
| Participant deferral / active EE | $4,062 | $3,303+23.0% | $4,276-5.0% | $4,046+0.4% |
| Admin fee / account holder | $23 | $516-95.5% | $5,949-99.6% | $626-96.3% |