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 3-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 | $28,583 | $76,050-62.4% | $96,544-70.4% | $71,457-60.0% |
| Participation rate | 85.9% | 74.4%+11.5pp | 76.0%+10.0pp | 67.9%+18.0pp |
| Annual return | 168.46% | 22.81%+145.6pp | 25.84%+142.6pp | 28.85%+139.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,881 | $4,215+87.0% | $4,851+62.5% | $4,289+83.8% |
| Admin fee / account holder | $158 | $2,707-94.1% | $8,252-98.1% | $1,587-90.0% |