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 3-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 | $6,761 | $53,345-87.3% | $121,098-94.4% | $74,419-90.9% |
| Participation rate | 49.2% | 60.0%-10.8pp | 69.5%-20.3pp | 70.7%-21.5pp |
| Annual return | 42.34% | 35.15%+7.2pp | 985.75%-943.4pp | 34.38%+8.0pp |
| Employer contribution / active EE | $300 | $1,898-84.2% | $4,164-92.8% | $2,637-88.6% |
| Participant deferral / active EE | $2,108 | $3,221-34.5% | $4,080-48.3% | $4,528-53.4% |
| Admin fee / account holder | $181 | $382-52.5% | $5,644-96.8% | $348-47.9% |