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.
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 | $2,891 | $53,516-94.6% | $126,539-97.7% | $84,808-96.6% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 23.44% | 58.34%-34.9pp | 425.95%-402.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,055 | $2,671-60.5% | $4,083-74.2% | $4,212-74.9% |
| Admin fee / account holder | $34 | $4,497-99.2% | $6,065-99.4% | $7,344-99.5% |