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 9-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 | $21,467 | $65,061-67.0% | $143,757-85.1% | $66,914-67.9% |
| Participation rate | 57.1% | 65.2%-8.0pp | 80.3%-23.2pp | 69.8%-12.7pp |
| Annual return | -20.50% | -11.14%-9.4pp | -0.04%-20.5pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,635 | $2,361-30.8% | $4,951-67.0% | $2,544-35.8% |
| Participant deferral / active EE | $2,637 | $2,919-9.6% | $5,637-53.2% | $4,237-37.8% |
| Admin fee / account holder | $23 | $502-95.5% | $14,673-99.8% | $593-96.2% |