Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $342 | $118,972-99.7% | $86,233-99.6% | $118,972-99.7% |
| Participation rate | 4.6% | 78.0%-73.4pp | 69.0%-64.4pp | 78.0%-73.4pp |
| Annual return | 16.71% | 15.19%+1.5pp | 61.39%-44.7pp | 15.19%+1.5pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,504-100.0% | $3,776-100.0% |
| Participant deferral / active EE | $15 | $6,017-99.8% | $4,559-99.7% | $6,017-99.8% |
| Admin fee / account holder | $77 | $127-39.1% | $8,342-99.1% | $127-39.1% |