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.
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 | $13,945 | $60,795-77.1% | $69,455-79.9% | $65,185-78.6% |
| Participation rate | 63.3% | 74.9%-11.6pp | 74.6%-11.4pp | 70.2%-6.9pp |
| Annual return | 21.23% | 17.46%+3.8pp | 28.97%-7.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $686 | $2,452-72.0% | $2,779-75.3% | $2,177-68.5% |
| Participant deferral / active EE | $1,045 | $3,162-66.9% | $3,535-70.4% | $3,514-70.3% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |