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 7-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.
Participant 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 | $4,587 | $86,929-94.7% | $102,423-95.5% | $80,856-94.3% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 73.71% | 18.88%+54.8pp | 29.32%+44.4pp | 35.59%+38.1pp |
| Employer contribution / active EE | $1,682 | $2,369-29.0% | $3,023-44.4% | $2,755-39.0% |
| Participant deferral / active EE | $817 | $4,118-80.2% | $5,053-83.8% | $4,296-81.0% |
| Admin fee / account holder | $191 | $8,049-97.6% | $9,451-98.0% | $6,918-97.2% |