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 | $30,172 | $63,924-52.8% | $108,579-72.2% | $55,167-45.3% |
| Participation rate | 61.3% | 74.3%-13.1pp | 79.6%-18.3pp | 69.0%-7.7pp |
| Annual return | 5.54% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,986 | $3,067-35.2% | $4,311-53.9% | $3,054-35.0% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |