Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $994 | $63,703-98.4% | $93,063-98.9% | $82,448-98.8% |
| Participation rate | 88.6% | 63.8%+24.8pp | 72.1%+16.5pp | 68.1%+20.6pp |
| Annual return | 22.36% | -775.43%+797.8pp | 34.15%-11.8pp | 41.64%-19.3pp |
| Employer contribution / active EE | $344 | $1,729-80.1% | $2,476-86.1% | $2,551-86.5% |
| Participant deferral / active EE | $380 | $2,919-87.0% | $3,958-90.4% | $4,139-90.8% |
| Admin fee / account holder | $17 | $5,982-99.7% | $6,033-99.7% | $7,234-99.8% |