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.
Employer 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 | $59,459 | $55,449+7.2% | $83,848-29.1% | $56,287+5.6% |
| Participation rate | 53.4% | 68.0%-14.6pp | 76.1%-22.8pp | 69.9%-16.5pp |
| Annual return | 9.37% | -1.38%+10.8pp | 850.88%-841.5pp | -9.96%+19.3pp |
| Employer contribution / active EE | $243 | $2,430-90.0% | $3,631-93.3% | $2,111-88.5% |
| Participant deferral / active EE | $1,809 | $2,935-38.4% | $4,082-55.7% | $3,350-46.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |