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 | $112,738 | $89,739+25.6% | $149,718-24.7% | $62,292+81.0% |
| Participation rate | 52.6% | 85.1%-32.5pp | 87.1%-34.5pp | 69.5%-16.9pp |
| Annual return | 23.31% | 21.01%+2.3pp | 1501.63%-1478.3pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,740 | $4,797-1.2% | $6,569-27.8% | $3,169+49.6% |
| Admin fee / account holder | $19 | $551-96.6% | $11,283-99.8% | $479-96.1% |