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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,191 | $44,642-83.9% | $91,220-92.1% | $66,914-89.3% |
| Participation rate | 58.5% | 64.9%-6.3pp | 73.2%-14.6pp | 69.8%-11.3pp |
| Annual return | 12.27% | -12.29%+24.6pp | 114.01%-101.7pp | 1.58%+10.7pp |
| Employer contribution / active EE | $787 | $1,706-53.9% | $2,850-72.4% | $2,544-69.1% |
| Participant deferral / active EE | $2,358 | $3,349-29.6% | $4,234-44.3% | $4,237-44.4% |
| Admin fee / account holder | $14 | $521-97.3% | $5,420-99.7% | $593-97.6% |