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.
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 | $5,452 | $82,664-93.4% | $125,339-95.7% | $68,494-92.0% |
| Participation rate | 87.6% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | 26.22% | -5.97%+32.2pp | 572.05%-545.8pp | -7.84%+34.1pp |
| Employer contribution / active EE | $13 | $3,381-99.6% | $4,814-99.7% | $2,596-99.5% |
| Participant deferral / active EE | $3,903 | $6,110-36.1% | $7,446-47.6% | $4,027-3.1% |
| Admin fee / account holder | $100 | $6,275-98.4% | $10,010-99.0% | $5,403-98.1% |