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 7-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 | $22,674 | $64,119-64.6% | $112,228-79.8% | $66,914-66.1% |
| Participation rate | 48.5% | 68.5%-19.9pp | 75.1%-26.5pp | 69.8%-21.3pp |
| Annual return | -14.39% | -13.81%-0.6pp | 27.45%-41.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,505 | $3,005-49.9% | $3,635-58.6% | $2,544-40.8% |
| Participant deferral / active EE | $2,160 | $3,693-41.5% | $4,728-54.3% | $4,237-49.0% |
| Admin fee / account holder | $25 | $625-96.0% | $6,410-99.6% | $593-95.8% |