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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,060 | $73,867-56.6% | $143,757-77.7% | $68,494-53.2% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -17.91% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $250 | $3,184-92.1% | $4,951-94.9% | $2,596-90.4% |
| Participant deferral / active EE | $4,002 | $3,384+18.2% | $5,637-29.0% | $4,027-0.6% |
| Admin fee / account holder | $158 | $5,755-97.2% | $14,673-98.9% | $5,403-97.1% |