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 | $41,874 | $44,873-6.7% | $79,464-47.3% | $56,287-25.6% |
| Participation rate | 56.6% | 68.7%-12.1pp | 73.3%-16.7pp | 69.9%-13.2pp |
| Annual return | -3.78% | 0.81%-4.6pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,736 | $2,140-18.9% | $2,800-38.0% | $2,111-17.8% |
| Participant deferral / active EE | $3,503 | $2,746+27.6% | $3,704-5.4% | $3,350+4.6% |
| Admin fee / account holder | $102 | $418-75.6% | $5,113-98.0% | $521-80.4% |