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 8-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 | $8,741 | $42,548-79.5% | $74,550-88.3% | $56,287-84.5% |
| Participation rate | 94.2% | 60.5%+33.7pp | 69.1%+25.0pp | 69.9%+24.3pp |
| Annual return | 91.80% | 12.40%+79.4pp | 32.53%+59.3pp | -9.96%+101.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,295 | $2,277+88.6% | $3,108+38.2% | $3,350+28.2% |
| Admin fee / account holder | $38 | $467-91.9% | $5,060-99.3% | $521-92.7% |