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 5-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 | $6,569 | $79,694-91.8% | $96,139-93.2% | $79,386-91.7% |
| Participation rate | 82.4% | 54.0%+28.4pp | 68.4%+13.9pp | 70.7%+11.6pp |
| Annual return | 17.88% | 40.84%-23.0pp | 191.94%-174.1pp | 116.85%-99.0pp |
| Employer contribution / active EE | $394 | $1,443-72.7% | $2,797-85.9% | $2,427-83.8% |
| Participant deferral / active EE | $2,404 | $2,539-5.3% | $4,349-44.7% | $4,046-40.6% |
| Admin fee / account holder | $223 | $630-64.6% | $5,537-96.0% | $626-64.4% |