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 | $1,365 | $48,750-97.2% | $88,946-98.5% | $74,304-98.2% |
| Participation rate | 62.9% | 44.5%+18.4pp | 68.8%-6.0pp | 60.3%+2.5pp |
| Annual return | 0.00% | 25.91%-25.9pp | 57.82%-57.8pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $901 | $2,423-62.8% | $4,581-80.3% | $3,767-76.1% |
| Admin fee / account holder | $205 | $3,756-94.5% | $8,261-97.5% | $2,969-93.1% |