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 6-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.
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 | $12,403 | $43,133-71.2% | $89,391-86.1% | $73,488-83.1% |
| Participation rate | 71.4% | 55.0%+16.5pp | 68.0%+3.5pp | 70.7%+0.7pp |
| Annual return | 291.82% | 135.66%+156.2pp | 245.62%+46.2pp | 28.51%+263.3pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,440 | $2,445+81.6% | $3,890+14.1% | $3,740+18.7% |
| Admin fee / account holder | $222 | $444-49.9% | $4,881-95.4% | $513-56.7% |