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 6-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 | $15,925 | $45,719-65.2% | $96,139-83.4% | $93,030-82.9% |
| Participation rate | 63.4% | 45.8%+17.6pp | 68.4%-5.0pp | 73.9%-10.5pp |
| Annual return | 133.33% | 3211.95%-3078.6pp | 191.94%-58.6pp | 158.70%-25.4pp |
| Employer contribution / active EE | $880 | $1,139-22.7% | $2,797-68.5% | $2,706-67.5% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,349-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $5,537-100.0% | $152-100.0% |