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 | $26,669 | $65,061-59.0% | $143,757-81.4% | $66,914-60.1% |
| Participation rate | 66.0% | 65.2%+0.8pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -7.09% | -11.14%+4.0pp | -0.04%-7.1pp | 1.58%-8.7pp |
| Employer contribution / active EE | $927 | $2,361-60.7% | $4,951-81.3% | $2,544-63.6% |
| Participant deferral / active EE | $1,005 | $2,919-65.6% | $5,637-82.2% | $4,237-76.3% |
| Admin fee / account holder | $38 | $502-92.4% | $14,673-99.7% | $593-93.6% |