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.
Employer 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 | $2,749 | $55,415-95.0% | $155,509-98.2% | $74,495-96.3% |
| Participation rate | 63.9% | 61.9%+2.0pp | 78.2%-14.3pp | 67.2%-3.3pp |
| Annual return | 116.05% | 268.50%-152.4pp | 64.67%+51.4pp | 1364.94%-1248.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,280 | $2,836-54.9% | $5,626-77.2% | $4,346-70.5% |
| Admin fee / account holder | $74 | $1,738-95.8% | $15,912-99.5% | $1,942-96.2% |