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 | $18,115 | $31,388-42.3% | $73,545-75.4% | $62,292-70.9% |
| Participation rate | 61.6% | 39.9%+21.8pp | 54.9%+6.7pp | 69.5%-7.9pp |
| Annual return | 37.56% | 25.34%+12.2pp | -15.16%+52.7pp | 28.90%+8.7pp |
| Employer contribution / active EE | $630 | $498+26.5% | $1,219-48.3% | $2,042-69.2% |
| Participant deferral / active EE | $1,592 | $1,028+54.8% | $1,806-11.8% | $3,169-49.8% |
| Admin fee / account holder | $39 | $299-86.9% | $2,320-98.3% | $479-91.8% |