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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,218 | $66,302-65.0% | $110,238-78.9% | $56,287-58.8% |
| Participation rate | 99.2% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.3pp |
| Annual return | -5.43% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,694 | $2,047-17.3% | $3,826-55.7% | $2,111-19.8% |
| Participant deferral / active EE | $1,001 | $3,381-70.4% | $4,672-78.6% | $3,350-70.1% |
| Admin fee / account holder | $270 | $698-61.3% | $8,547-96.8% | $521-48.1% |