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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,591 | $100,041-52.4% | $149,718-68.2% | $70,131-32.1% |
| Participation rate | 68.1% | 83.6%-15.5pp | 87.1%-19.0pp | 69.5%-1.5pp |
| Annual return | 15.93% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,028 | $3,662-71.9% | $5,445-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $4,439 | $4,983-10.9% | $6,569-32.4% | $3,332+33.2% |
| Admin fee / account holder | $132 | $8,286-98.4% | $11,283-98.8% | $4,645-97.2% |