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 6-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 | $11,801 | $65,061-81.9% | $143,757-91.8% | $66,914-82.4% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | 25.04% | -11.14%+36.2pp | -0.04%+25.1pp | 1.58%+23.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,286 | $2,919+115.4% | $5,637+11.5% | $4,237+48.4% |
| Admin fee / account holder | $248 | $502-50.7% | $14,673-98.3% | $593-58.3% |