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 10-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 | $6,227 | $52,293-88.1% | $178,490-96.5% | $73,409-91.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.47% | 34.75%-15.3pp | 151.07%-131.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,646 | $1,735-5.1% | $5,011-67.1% | $2,234-26.3% |
| Participant deferral / active EE | $1,027 | $2,332-56.0% | $5,202-80.3% | $3,805-73.0% |
| Admin fee / account holder | $215 | $127+68.7% | $13,984-98.5% | $158+36.1% |