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 | $53,808 | $81,474-34.0% | $133,956-59.8% | $73,488-26.8% |
| Participation rate | 58.1% | 76.4%-18.3pp | 79.8%-21.7pp | 70.7%-12.6pp |
| Annual return | 18.00% | 19.40%-1.4pp | 45.09%-27.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,293 | $2,209-41.5% | $3,919-67.0% | $2,270-43.0% |
| Participant deferral / active EE | $1,983 | $3,786-47.6% | $5,048-60.7% | $3,740-47.0% |
| Admin fee / account holder | $1 | $713-99.9% | $8,927-100.0% | $513-99.9% |