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.
Annual investment return 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 | $20,862 | $52,953-60.6% | $172,739-87.9% | $65,185-68.0% |
| Participation rate | 48.6% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.6pp |
| Annual return | 3.75% | 30.12%-26.4pp | 802.84%-799.1pp | 29.38%-25.6pp |
| Employer contribution / active EE | $334 | $2,190-84.7% | $5,143-93.5% | $2,177-84.6% |
| Participant deferral / active EE | $1,139 | $2,471-53.9% | $5,198-78.1% | $3,514-67.6% |
| Admin fee / account holder | $31 | $472-93.4% | $13,954-99.8% | $847-96.3% |