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 | $60,321 | $65,435-7.8% | $86,677-30.4% | $66,914-9.9% |
| Participation rate | 54.1% | 75.5%-21.4pp | 76.6%-22.5pp | 69.8%-15.7pp |
| Annual return | -16.58% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,229 | $2,153-42.9% | $2,836-56.7% | $2,544-51.7% |
| Participant deferral / active EE | $2,441 | $4,100-40.5% | $4,656-47.6% | $4,237-42.4% |
| Admin fee / account holder | $29 | $642-95.5% | $7,493-99.6% | $593-95.1% |