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.
Participant 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 | $22,251 | $99,957-77.7% | $149,696-85.1% | $73,488-69.7% |
| Participation rate | 85.1% | 75.7%+9.4pp | 82.5%+2.7pp | 70.7%+14.5pp |
| Annual return | 16.50% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $880 | $3,191-72.4% | $4,644-81.1% | $2,270-61.2% |
| Participant deferral / active EE | $1,946 | $6,073-68.0% | $6,842-71.6% | $3,740-48.0% |
| Admin fee / account holder | $184 | $551-66.6% | $9,309-98.0% | $513-64.2% |