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 | $3,449 | $73,867-95.3% | $143,757-97.6% | $68,494-95.0% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -19.13% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $618 | $3,184-80.6% | $4,951-87.5% | $2,596-76.2% |
| Participant deferral / active EE | $300 | $3,384-91.1% | $5,637-94.7% | $4,027-92.5% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,673-98.6% | $5,403-96.1% |