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.
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 | $570 | $30,400-98.1% | $53,898-98.9% | $84,808-99.3% |
| Participation rate | 80.3% | 46.4%+33.9pp | 55.0%+25.4pp | 68.3%+12.0pp |
| Annual return | 44.24% | 500.19%-455.9pp | 528.60%-484.4pp | 40.90%+3.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $899 | $1,199-25.0% | $1,826-50.8% | $4,212-78.7% |
| Admin fee / account holder | $39 | $1,993-98.0% | $2,491-98.4% | $7,344-99.5% |