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 | $5,684 | $60,022-90.5% | $88,946-93.6% | $84,808-93.3% |
| Participation rate | 95.6% | 57.8%+37.7pp | 68.8%+26.7pp | 68.3%+27.2pp |
| Annual return | 19.73% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $543 | $1,703-68.1% | $2,555-78.7% | $2,631-79.3% |
| Participant deferral / active EE | $1,299 | $3,114-58.3% | $4,581-71.6% | $4,212-69.1% |
| Admin fee / account holder | $154 | $4,811-96.8% | $8,261-98.1% | $7,344-97.9% |