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 7-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 | $7,875 | $102,382-92.3% | $147,005-94.6% | $80,874-90.3% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 15.93% | 134.89%-119.0pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,689 | $3,715-54.5% | $4,934-65.8% | $2,756-38.7% |
| Participant deferral / active EE | $3,280 | $6,646-50.7% | $8,070-59.4% | $4,297-23.7% |
| Admin fee / account holder | $201 | $7,942-97.5% | $13,006-98.5% | $6,935-97.1% |