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.
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.
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 | $17,045 | $80,753-78.9% | $136,294-87.5% | $62,292-72.6% |
| Participation rate | 47.3% | 73.5%-26.3pp | 81.9%-34.7pp | 69.5%-22.3pp |
| Annual return | 34.69% | 35.83%-1.1pp | 5155.94%-5121.2pp | 28.90%+5.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,993 | $5,164-42.0% | $6,247-52.1% | $3,169-5.6% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-98.9% |