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.
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 | $132,044 | $64,119+105.9% | $112,228+17.7% | $66,914+97.3% |
| Participation rate | 67.1% | 68.5%-1.4pp | 75.1%-8.0pp | 69.8%-2.7pp |
| Annual return | -25.38% | -13.81%-11.6pp | 27.45%-52.8pp | 1.58%-27.0pp |
| Employer contribution / active EE | $2,245 | $3,005-25.3% | $3,635-38.2% | $2,544-11.8% |
| Participant deferral / active EE | $6,518 | $3,693+76.5% | $4,728+37.9% | $4,237+53.8% |
| Admin fee / account holder | $116 | $625-81.4% | $6,410-98.2% | $593-80.4% |