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 | $67,302 | $72,554-7.2% | $138,135-51.3% | $73,488-8.4% |
| Participation rate | 53.6% | 74.8%-21.2pp | 78.7%-25.1pp | 70.7%-17.0pp |
| Annual return | 20.60% | 17.50%+3.1pp | 20.51%+0.1pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,392 | $3,511-60.3% | $5,587-75.1% | $2,270-38.7% |
| Participant deferral / active EE | $2,451 | $4,908-50.1% | $6,431-61.9% | $3,740-34.5% |
| Admin fee / account holder | $6 | $464-98.6% | $11,856-99.9% | $513-98.8% |