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.
Participant 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 | $24,991 | $62,928-60.3% | $172,739-85.5% | $67,579-63.0% |
| Participation rate | 18.6% | 64.5%-45.9pp | 82.6%-64.1pp | 71.3%-52.7pp |
| Annual return | 40.73% | 30.36%+10.4pp | 802.84%-762.1pp | 378.56%-337.8pp |
| Employer contribution / active EE | $341 | $1,636-79.2% | $5,143-93.4% | $2,148-84.1% |
| Participant deferral / active EE | $530 | $2,145-75.3% | $5,198-89.8% | $3,539-85.0% |
| Admin fee / account holder | $32 | $167-80.5% | $13,954-99.8% | $142-77.2% |