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.
Participant contribution per participant 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 | $26,285 | $61,156-57.0% | $185,823-85.9% | $79,386-66.9% |
| Participation rate | 42.0% | 66.6%-24.6pp | 81.7%-39.7pp | 70.7%-28.7pp |
| Annual return | 12.45% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $761 | $2,789-72.7% | $5,568-86.3% | $4,046-81.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |