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 | $47,479-91.8% | $62,929-93.8% | $82,448-95.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.28% | 20.34%-3.1pp | 1063.93%-1046.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $504 | $1,885-73.2% | $2,505-79.9% | $2,551-80.2% |
| Participant deferral / active EE | $1,345 | $2,870-53.1% | $3,888-65.4% | $4,139-67.5% |
| Admin fee / account holder | $160 | $3,804-95.8% | $5,065-96.8% | $7,234-97.8% |