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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,245 | $23,224+51.8% | $71,086-50.4% | $55,725-36.8% |
| Participation rate | 32.0% | 37.9%-5.9pp | 54.7%-22.6pp | 70.9%-38.8pp |
| Annual return | -5.92% | -2.87%-3.1pp | 650.59%-656.5pp | 244.93%-250.8pp |
| Employer contribution / active EE | $84 | $436-80.6% | $1,088-92.2% | $2,078-95.9% |
| Participant deferral / active EE | $532 | $929-42.8% | $1,874-71.6% | $3,356-84.2% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |