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.
Participant contribution per participant 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 | $30,149 | $91,407-67.0% | $135,903-77.8% | $71,457-57.8% |
| Participation rate | 32.3% | 75.7%-43.3pp | 81.9%-49.6pp | 67.9%-35.6pp |
| Annual return | 18.49% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,068 | $7,092-70.8% | $7,758-73.3% | $4,289-51.8% |
| Admin fee / account holder | $7 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |