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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,644 | $86,332-70.3% | $125,175-79.5% | $65,185-60.7% |
| Participation rate | 41.2% | 75.3%-34.1pp | 79.8%-38.6pp | 70.2%-29.0pp |
| Annual return | 23.21% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,159 | $2,040-43.2% | $3,865-70.0% | $2,177-46.8% |
| Participant deferral / active EE | $2,482 | $3,537-29.8% | $4,937-49.7% | $3,514-29.4% |
| Admin fee / account holder | $44 | $609-92.7% | $9,702-99.5% | $847-94.8% |