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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,359 | $99,957-81.6% | $149,696-87.7% | $73,488-75.0% |
| Participation rate | 64.7% | 75.7%-11.0pp | 82.5%-17.8pp | 70.7%-6.0pp |
| Annual return | 836.32% | 53.87%+782.5pp | 276.60%+559.7pp | 28.51%+807.8pp |
| Employer contribution / active EE | $1,013 | $3,191-68.3% | $4,644-78.2% | $2,270-55.4% |
| Participant deferral / active EE | $2,506 | $6,073-58.7% | $6,842-63.4% | $3,740-33.0% |
| Admin fee / account holder | $24 | $551-95.6% | $9,309-99.7% | $513-95.3% |