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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,332 | $99,078-87.6% | $96,544-87.2% | $74,419-83.4% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | -4.86% | 22.48%-27.3pp | 25.84%-30.7pp | 34.38%-39.2pp |
| Employer contribution / active EE | $1,593 | $2,570-38.0% | $2,965-46.3% | $2,637-39.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |