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 5-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 | $4,573 | $71,050-93.6% | $93,606-95.1% | $80,856-94.3% |
| Participation rate | 89.2% | 60.4%+28.7pp | 68.7%+20.4pp | 67.6%+21.5pp |
| Annual return | 27.06% | 11.26%+15.8pp | 133.20%-106.1pp | 35.59%-8.5pp |
| Employer contribution / active EE | $4 | $1,564-99.8% | $2,420-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $2,150 | $4,034-46.7% | $4,411-51.3% | $4,296-50.0% |
| Admin fee / account holder | $221 | $6,945-96.8% | $8,285-97.3% | $6,918-96.8% |