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 8-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 | $6,203 | $40,522-84.7% | $84,611-92.7% | $67,579-90.8% |
| Participation rate | 13.6% | 51.1%-37.5pp | 68.2%-54.6pp | 71.3%-57.7pp |
| Annual return | 74.53% | 32.72%+41.8pp | 258.74%-184.2pp | 378.56%-304.0pp |
| Employer contribution / active EE | $253 | $1,146-77.9% | $2,652-90.5% | $2,148-88.2% |
| Participant deferral / active EE | $389 | $2,132-81.8% | $3,899-90.0% | $3,539-89.0% |
| Admin fee / account holder | $9 | $145-93.8% | $4,912-99.8% | $142-93.6% |