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.
Annual investment return 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 | $8,265 | $44,984-81.6% | $85,009-90.3% | $74,546-88.9% |
| Participation rate | 59.7% | 49.4%+10.3pp | 67.5%-7.8pp | 67.2%-7.5pp |
| Annual return | -72.23% | 26.25%-98.5pp | 66.47%-138.7pp | 1366.03%-1438.3pp |
| Employer contribution / active EE | $910 | $1,458-37.6% | $2,728-66.7% | $2,624-65.3% |
| Participant deferral / active EE | $1,853 | $2,733-32.2% | $4,522-59.0% | $4,347-57.4% |
| Admin fee / account holder | $133 | $2,208-94.0% | $6,153-97.8% | $1,944-93.2% |