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.
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 | $6,722 | $80,717-91.7% | $154,803-95.7% | $84,808-92.1% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.2pp | 68.3%+20.9pp |
| Annual return | 18.88% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,155 | $3,303-34.7% | $5,540-61.1% | $4,212-48.8% |
| Admin fee / account holder | $136 | $6,746-98.0% | $14,329-99.0% | $7,344-98.1% |