Filed January 3, 2025
Total covered: 8 employees
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,400 | $123,793-59.3% | $177,821-71.7% | $79,858-36.9% |
| Participation rate | 79.5% | 84.7%-5.2pp | 87.7%-8.2pp | 69.6%+9.9pp |
| Annual return | 16.14% | 22.82%-6.7pp | 48.32%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,128 | $4,095-72.5% | $5,918-80.9% | $2,471-54.3% |
| Participant deferral / active EE | $3,211 | $5,956-46.1% | $7,714-58.4% | $3,740-14.2% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |