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 9-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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,767 | $80,753-84.2% | $136,294-90.6% | $62,292-79.5% |
| Participation rate | 80.5% | 73.5%+7.0pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 36.39% | 35.83%+0.6pp | 5155.94%-5119.5pp | 28.90%+7.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,468 | $5,164-13.5% | $6,247-28.5% | $3,169+41.0% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |