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 4-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.
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 | $2,739 | $55,415-95.1% | $155,509-98.2% | $74,495-96.3% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 16.50% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,434 | $2,836-49.4% | $5,626-74.5% | $4,346-67.0% |
| Admin fee / account holder | $209 | $1,738-88.0% | $15,912-98.7% | $1,942-89.2% |