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 | $5,218 | $59,263-91.2% | $96,562-94.6% | $79,386-93.4% |
| Participation rate | 81.6% | 61.9%+19.7pp | 69.8%+11.8pp | 70.7%+10.9pp |
| Annual return | 24.29% | 27.07%-2.8pp | 37.78%-13.5pp | 116.85%-92.6pp |
| Employer contribution / active EE | $1,238 | $1,216+1.9% | $2,356-47.5% | $2,427-49.0% |
| Participant deferral / active EE | $2,137 | $2,948-27.5% | $3,849-44.5% | $4,046-47.2% |
| Admin fee / account holder | $110 | $658-83.3% | $6,181-98.2% | $626-82.5% |