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 | $19,162 | $43,423-55.9% | $78,689-75.6% | $55,167-65.3% |
| Participation rate | 57.7% | 68.0%-10.4pp | 73.6%-15.9pp | 69.0%-11.3pp |
| Annual return | 121.14% | 11.53%+109.6pp | 62.18%+59.0pp | 169.23%-48.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,566 | $2,509+2.3% | $3,517-27.0% | $3,054-16.0% |
| Admin fee / account holder | $140 | $416-66.3% | $4,510-96.9% | $504-72.2% |