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 | $28,827 | $63,299-54.5% | $91,001-68.3% | $62,292-53.7% |
| Participation rate | 65.9% | 73.3%-7.5pp | 75.6%-9.7pp | 69.5%-3.7pp |
| Annual return | 62.65% | 20.99%+41.7pp | 4.60%+58.1pp | 28.90%+33.8pp |
| Employer contribution / active EE | $600 | $1,807-66.8% | $2,456-75.6% | $2,042-70.6% |
| Participant deferral / active EE | $3,686 | $2,943+25.3% | $3,547+3.9% | $3,169+16.3% |
| Admin fee / account holder | $35 | $468-92.5% | $5,417-99.4% | $479-92.7% |