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 10-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.
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 | $11,330 | $46,732-75.8% | $156,549-92.8% | $55,167-79.5% |
| Participation rate | 57.9% | 65.8%-7.9pp | 84.0%-26.1pp | 69.0%-11.1pp |
| Annual return | 12.98% | 17.72%-4.7pp | 32.23%-19.2pp | 169.23%-156.2pp |
| Employer contribution / active EE | $1,821 | $2,105-13.5% | $5,501-66.9% | $1,963-7.2% |
| Participant deferral / active EE | $1,180 | $2,204-46.5% | $4,871-75.8% | $3,054-61.4% |
| Admin fee / account holder | $9 | $418-97.7% | $13,027-99.9% | $504-98.1% |