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.
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.
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 | $4,612 | $29,051-84.1% | $52,425-91.2% | $67,986-93.2% |
| Participation rate | 38.5% | 30.4%+8.0pp | 55.6%-17.2pp | 57.2%-18.7pp |
| Annual return | 18.62% | 24.00%-5.4pp | 302.12%-283.5pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $696 | $873-20.2% | $1,790-61.1% | $3,358-79.3% |
| Admin fee / account holder | $178 | $2,113-91.6% | $2,495-92.9% | $3,203-94.4% |