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 9-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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $362 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,017 | $73,933-93.2% | $96,683-94.8% | $75,163-93.3% |
| Participation rate | 68.9% | 66.4%+2.5pp | 74.3%-5.5pp | 67.2%+1.7pp |
| Annual return | 48.66% | 26.70%+22.0pp | 35.69%+13.0pp | 160.62%-112.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $24 | $5,216-99.5% | $6,730-99.6% | $5,651-99.6% |