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 4-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 | $3,832 | $81,248-95.3% | $155,509-97.5% | $80,856-95.3% |
| Participation rate | 69.8% | 66.2%+3.5pp | 78.2%-8.4pp | 67.6%+2.1pp |
| Annual return | 15.60% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $389 | $3,100-87.4% | $4,672-91.7% | $2,755-85.9% |
| Participant deferral / active EE | $1,485 | $3,452-57.0% | $5,626-73.6% | $4,296-65.4% |
| Admin fee / account holder | $270 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |