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 | $85,615 | $64,909+31.9% | $82,313+4.0% | $62,292+37.4% |
| Participation rate | 60.7% | 74.9%-14.2pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 19.58% | 21.18%-1.6pp | 25.88%-6.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $707 | $1,676-57.8% | $2,428-70.9% | $2,042-65.4% |
| Participant deferral / active EE | $2,842 | $3,103-8.4% | $3,706-23.3% | $3,169-10.3% |
| Admin fee / account holder | $60 | $440-86.3% | $5,608-98.9% | $479-87.5% |