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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,306 | $95,416-91.3% | $185,823-95.5% | $85,850-90.3% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 11.98% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $385 | $3,314-88.4% | $5,167-92.6% | $2,565-85.0% |
| Participant deferral / active EE | $188 | $3,423-94.5% | $5,568-96.6% | $3,952-95.2% |
| Admin fee / account holder | $122 | $7,213-98.3% | $16,237-99.2% | $6,260-98.0% |