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.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,028 | $65,061-90.7% | $143,757-95.8% | $66,914-91.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.72% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $518 | $2,361-78.0% | $4,951-89.5% | $2,544-79.6% |
| Participant deferral / active EE | $375 | $2,919-87.1% | $5,637-93.3% | $4,237-91.1% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |