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 | $24,032 | $42,546-43.5% | $71,796-66.5% | $55,167-56.4% |
| Participation rate | 67.4% | 59.1%+8.3pp | 69.1%-1.7pp | 69.0%-1.6pp |
| Annual return | 6.57% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,617 | $803+101.3% | $1,924-16.0% | $1,963-17.6% |
| Participant deferral / active EE | $2,463 | $2,064+19.3% | $2,794-11.9% | $3,054-19.4% |
| Admin fee / account holder | $12 | $650-98.2% | $4,815-99.8% | $504-97.7% |