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.
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 | $5,762 | $45,825-87.4% | $90,645-93.6% | $56,287-89.8% |
| Participation rate | 65.4% | 66.7%-1.3pp | 74.0%-8.7pp | 69.9%-4.5pp |
| Annual return | 7.61% | 38.64%-31.0pp | 1.88%+5.7pp | -9.96%+17.6pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,432 | $2,562+34.0% | $3,425+0.2% | $3,350+2.5% |
| Admin fee / account holder | $234 | $413-43.2% | $4,994-95.3% | $521-55.0% |