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 3-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 | $3,879 | $48,795-92.0% | $65,493-94.1% | $84,808-95.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.28% | 20.20%-2.9pp | 982.45%-965.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $504 | $1,930-73.9% | $2,574-80.4% | $2,631-80.8% |
| Participant deferral / active EE | $1,345 | $2,928-54.1% | $3,961-66.0% | $4,212-68.1% |
| Admin fee / account holder | $160 | $3,877-95.9% | $5,028-96.8% | $7,344-97.8% |