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.
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 | $3,403 | $27,839-87.8% | $58,482-94.2% | $71,457-95.2% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 14.70% | 26.81%-12.1pp | 4239.32%-4224.6pp | 28.85%-14.1pp |
| Employer contribution / active EE | $298 | $631-52.8% | $1,053-71.7% | $2,588-88.5% |
| Participant deferral / active EE | $639 | $1,206-47.0% | $1,924-66.8% | $4,289-85.1% |
| Admin fee / account holder | $82 | $1,641-95.0% | $2,516-96.8% | $1,587-94.9% |