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 3-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.
Employer 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 | $1,702 | $30,588-94.4% | $53,898-96.8% | $85,563-98.0% |
| Participation rate | 31.5% | 26.3%+5.2pp | 55.0%-23.4pp | 66.0%-34.4pp |
| Annual return | 131.18% | 50.42%+80.8pp | 528.60%-397.4pp | 31.51%+99.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $358 | $848-57.7% | $1,826-80.4% | $4,375-91.8% |
| Admin fee / account holder | $73 | $1,879-96.1% | $2,491-97.1% | $834-91.2% |