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.
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 | $3,642 | $42,383-91.4% | $76,523-95.2% | $64,186-94.3% |
| Participation rate | 91.4% | 58.1%+33.2pp | 68.0%+23.4pp | 69.6%+21.8pp |
| Annual return | -4.13% | -16.54%+12.4pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $294 | $1,563-81.2% | $2,647-88.9% | $2,381-87.7% |
| Participant deferral / active EE | $1,786 | $2,566-30.4% | $3,835-53.4% | $3,470-48.5% |
| Admin fee / account holder | $154 | $3,198-95.2% | $4,848-96.8% | $4,888-96.8% |