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 7-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 | $2,349 | $61,156-96.2% | $185,823-98.7% | $79,386-97.0% |
| Participation rate | 69.3% | 66.6%+2.7pp | 81.7%-12.4pp | 70.7%-1.4pp |
| Annual return | 31.33% | 19.45%+11.9pp | 122.05%-90.7pp | 116.85%-85.5pp |
| Employer contribution / active EE | $1,356 | $2,321-41.6% | $5,167-73.8% | $2,427-44.1% |
| Participant deferral / active EE | $554 | $2,789-80.1% | $5,568-90.0% | $4,046-86.3% |
| Admin fee / account holder | $110 | $710-84.5% | $16,237-99.3% | $626-82.4% |