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.
Participant 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.
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 | $7,706 | $46,173-83.3% | $170,442-95.5% | $69,631-88.9% |
| Participation rate | 18.3% | 63.9%-45.6pp | 83.6%-65.3pp | 70.7%-52.4pp |
| Annual return | 25.48% | 21.62%+3.9pp | 205.93%-180.5pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $506 | $2,080-75.7% | $4,939-89.7% | $3,224-84.3% |
| Admin fee / account holder | $67 | $116-42.3% | $13,880-99.5% | $110-39.4% |