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 9-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 | $6,097 | $80,753-92.5% | $136,294-95.5% | $62,292-90.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 104.43% | 35.83%+68.6pp | 5155.94%-5051.5pp | 28.90%+75.5pp |
| Employer contribution / active EE | $272 | $2,884-90.6% | $4,695-94.2% | $2,042-86.7% |
| Participant deferral / active EE | $4,289 | $5,164-16.9% | $6,247-31.3% | $3,169+35.4% |
| Admin fee / account holder | $117 | $525-77.7% | $9,243-98.7% | $479-75.6% |