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.
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 | $20,039 | $73,102-72.6% | $123,544-83.8% | $56,287-64.4% |
| Participation rate | 50.4% | 74.3%-24.0pp | 82.3%-31.9pp | 69.9%-19.5pp |
| Annual return | 3.26% | 3.01%+0.3pp | 119.20%-115.9pp | -9.96%+13.2pp |
| Employer contribution / active EE | $1,337 | $2,977-55.1% | $4,628-71.1% | $2,111-36.7% |
| Participant deferral / active EE | $2,719 | $5,423-49.9% | $6,426-57.7% | $3,350-18.8% |
| Admin fee / account holder | $66 | $554-88.1% | $9,284-99.3% | $521-87.3% |