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.
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 | $16,643 | $46,732-64.4% | $156,549-89.4% | $55,167-69.8% |
| Participation rate | 69.8% | 65.8%+4.0pp | 84.0%-14.2pp | 69.0%+0.8pp |
| Annual return | 12.98% | 17.72%-4.7pp | 32.23%-19.2pp | 169.23%-156.2pp |
| Employer contribution / active EE | $2,262 | $2,105+7.5% | $5,501-58.9% | $1,963+15.3% |
| Participant deferral / active EE | $3,125 | $2,204+41.8% | $4,871-35.8% | $3,054+2.3% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.2% |