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.
Annual investment return 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 | $4,306 | $48,076-91.0% | $78,689-94.5% | $62,891-93.2% |
| Participation rate | 91.8% | 65.2%+26.6pp | 73.6%+18.2pp | 69.3%+22.5pp |
| Annual return | 3.98% | 31.35%-27.4pp | 62.18%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,097 | $2,015+4.1% | $2,851-26.4% | $2,281-8.1% |
| Participant deferral / active EE | $1,919 | $2,588-25.8% | $3,517-45.4% | $3,203-40.1% |
| Admin fee / account holder | $228 | $3,207-92.9% | $4,510-94.9% | $4,296-94.7% |