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 | $9,796 | $155,795-93.7% | $136,294-92.8% | $69,631-85.9% |
| Participation rate | 34.8% | 75.2%-40.4pp | 81.9%-47.1pp | 70.7%-35.9pp |
| Annual return | 53.26% | 232464.33%-232411.1pp | 5155.94%-5102.7pp | 27571.02%-27517.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,278 | $5,394-57.8% | $6,247-63.5% | $3,224-29.3% |
| Admin fee / account holder | $5 | $128-96.0% | $9,243-99.9% | $110-95.3% |