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.
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 | $1,607 | $24,730-93.5% | $66,042-97.6% | $84,808-98.1% |
| Participation rate | 55.8% | 68.1%-12.3pp | 67.5%-11.7pp | 68.3%-12.5pp |
| Annual return | 22.94% | 79.55%-56.6pp | 52.11%-29.2pp | 40.90%-18.0pp |
| Employer contribution / active EE | $535 | $857-37.5% | $1,579-66.1% | $2,631-79.7% |
| Participant deferral / active EE | $1,087 | $1,737-37.4% | $2,835-61.7% | $4,212-74.2% |
| Admin fee / account holder | $282 | $3,014-90.7% | $5,747-95.1% | $7,344-96.2% |