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 | $29,063 | $65,061-55.3% | $143,757-79.8% | $66,914-56.6% |
| Participation rate | 48.5% | 65.2%-16.7pp | 80.3%-31.8pp | 69.8%-21.3pp |
| Annual return | -18.25% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,897 | $2,361-19.7% | $4,951-61.7% | $2,544-25.5% |
| Participant deferral / active EE | $2,489 | $2,919-14.7% | $5,637-55.8% | $4,237-41.3% |
| Admin fee / account holder | $21 | $502-95.8% | $14,673-99.9% | $593-96.4% |