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 4-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.
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 | $12,068 | $48,335-75.0% | $121,098-90.0% | $71,457-83.1% |
| Participation rate | 62.3% | 54.3%+8.0pp | 69.5%-7.2pp | 67.9%-5.7pp |
| Annual return | 17.43% | 23.32%-5.9pp | 985.75%-968.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $511 | $1,489-65.7% | $4,164-87.7% | $2,588-80.3% |
| Participant deferral / active EE | $919 | $2,754-66.6% | $4,080-77.5% | $4,289-78.6% |
| Admin fee / account holder | $289 | $1,841-84.3% | $5,644-94.9% | $1,587-81.8% |