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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,722 | $51,244-22.5% | $80,975-50.9% | $55,167-28.0% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.8%-11.8pp | 69.0%-5.0pp |
| Annual return | 10.92% | 17.39%-6.5pp | 17.10%-6.2pp | 169.23%-158.3pp |
| Employer contribution / active EE | $6 | $1,770-99.7% | $3,714-99.9% | $1,963-99.7% |
| Participant deferral / active EE | $4,540 | $4,418+2.8% | $5,696-20.3% | $3,054+48.6% |
| Admin fee / account holder | $140 | $398-64.9% | $5,516-97.5% | $504-72.3% |