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 | $47,181 | $60,545-22.1% | $92,233-48.8% | $69,631-32.2% |
| Participation rate | 25.8% | 72.2%-46.4pp | 76.5%-50.7pp | 70.7%-44.9pp |
| Annual return | 20.75% | 19.71%+1.0pp | 176.28%-155.5pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $867 | $2,633-67.1% | $3,679-76.4% | $2,032-57.4% |
| Participant deferral / active EE | $1,648 | $2,828-41.7% | $3,897-57.7% | $3,224-48.9% |
| Admin fee / account holder | $10 | $145-93.4% | $5,194-99.8% | $110-91.4% |