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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,883 | $59,186-78.2% | $76,768-83.2% | $56,287-77.1% |
| Participation rate | 56.2% | 75.2%-19.0pp | 77.0%-20.8pp | 69.9%-13.7pp |
| Annual return | 0.87% | 6.62%-5.7pp | 2.43%-1.6pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,187 | $1,759-32.5% | $2,485-52.2% | $2,111-43.8% |
| Participant deferral / active EE | $2,405 | $3,255-26.1% | $3,852-37.6% | $3,350-28.2% |
| Admin fee / account holder | $26 | $489-94.7% | $6,675-99.6% | $521-95.0% |