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.
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 | $21,946 | $65,041-66.3% | $90,951-75.9% | $79,858-72.5% |
| Participation rate | 94.5% | 61.6%+32.9pp | 69.0%+25.5pp | 69.6%+24.9pp |
| Annual return | 12.34% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,915 | $1,247+213.9% | $2,122+84.5% | $2,471+58.4% |
| Participant deferral / active EE | $899 | $2,512-64.2% | $3,373-73.3% | $3,740-76.0% |
| Admin fee / account holder | $209 | $4,536-95.4% | $5,959-96.5% | $5,306-96.1% |