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.
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 | $3,671 | $54,045-93.2% | $115,157-96.8% | $65,185-94.4% |
| Participation rate | 86.4% | 63.5%+22.8pp | 75.9%+10.5pp | 70.2%+16.2pp |
| Annual return | 85.39% | 26.55%+58.8pp | 35.60%+49.8pp | 29.38%+56.0pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,231 | $2,504-10.9% | $4,168-46.5% | $3,514-36.5% |
| Admin fee / account holder | $290 | $626-53.6% | $7,088-95.9% | $847-65.8% |