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 | $0 | $56,277-100.0% | $80,975-100.0% | $62,891-100.0% |
| Participation rate | 98.1% | 69.0%+29.2pp | 75.8%+22.3pp | 69.3%+28.8pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,542 | $1,943-20.6% | $3,714-58.5% | $2,281-32.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $107 | $3,741-97.1% | $5,516-98.1% | $4,296-97.5% |