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 9-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 | $3,938 | $44,873-91.2% | $79,464-95.0% | $56,287-93.0% |
| Participation rate | 89.3% | 68.7%+20.5pp | 73.3%+15.9pp | 69.9%+19.4pp |
| Annual return | 5.60% | 0.81%+4.8pp | 718.14%-712.5pp | -9.96%+15.6pp |
| Employer contribution / active EE | $1,040 | $2,140-51.4% | $2,800-62.9% | $2,111-50.7% |
| Participant deferral / active EE | $1,484 | $2,746-46.0% | $3,704-59.9% | $3,350-55.7% |
| Admin fee / account holder | $234 | $418-44.0% | $5,113-95.4% | $521-55.0% |