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 9-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 | $11,007 | $65,365-83.2% | $92,893-88.2% | $72,985-84.9% |
| Participation rate | 87.1% | 68.3%+18.7pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | 43.57% | 42.10%+1.5pp | 109.41%-65.8pp | 81.00%-37.4pp |
| Employer contribution / active EE | $1,335 | $2,594-48.6% | $3,653-63.5% | $2,440-45.3% |
| Participant deferral / active EE | $2,642 | $3,128-15.6% | $4,236-37.6% | $3,607-26.8% |
| Admin fee / account holder | $82 | $4,251-98.1% | $5,794-98.6% | $5,124-98.4% |