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.
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 | $22,842 | $61,272-62.7% | $149,673-84.7% | $71,457-68.0% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.1pp |
| Annual return | 19.54% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $836 | $2,378-64.8% | $4,818-82.6% | $2,588-67.7% |
| Participant deferral / active EE | $2,141 | $2,917-26.6% | $5,680-62.3% | $4,289-50.1% |
| Admin fee / account holder | $124 | $1,261-90.2% | $13,210-99.1% | $1,587-92.2% |