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 4-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 | $20,767 | $93,571-77.8% | $135,903-84.7% | $75,163-72.4% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 67.2%+22.7pp |
| Annual return | 55.41% | 30.90%+24.5pp | 68.23%-12.8pp | 160.62%-105.2pp |
| Employer contribution / active EE | $4,193 | $3,537+18.6% | $4,856-13.7% | $2,670+57.0% |
| Participant deferral / active EE | $7,349 | $6,404+14.8% | $7,758-5.3% | $4,125+78.2% |
| Admin fee / account holder | $279 | $6,975-96.0% | $10,762-97.4% | $5,651-95.1% |