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 | $47,864 | $86,655-44.8% | $119,609-60.0% | $66,914-28.5% |
| Participation rate | 59.0% | 75.6%-16.6pp | 79.3%-20.3pp | 69.8%-10.8pp |
| Annual return | -19.00% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,297 | $2,536-9.4% | $4,232-45.7% | $2,544-9.7% |
| Participant deferral / active EE | $3,673 | $4,358-15.7% | $5,602-34.4% | $4,237-13.3% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |