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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,236 | $65,061-93.5% | $143,757-97.1% | $66,914-93.7% |
| Participation rate | 26.8% | 65.2%-38.4pp | 80.3%-53.5pp | 69.8%-43.0pp |
| Annual return | -10.57% | -11.14%+0.6pp | -0.04%-10.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $464 | $2,361-80.4% | $4,951-90.6% | $2,544-81.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.0% |