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 8-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.
Employer 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 | $6,385 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 93.4% | 66.8%+26.6pp | 78.1%+15.4pp | 68.3%+25.1pp |
| Annual return | 37.11% | 37.96%-0.8pp | 58.88%-21.8pp | 40.90%-3.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,295 | $3,303-30.5% | $5,540-58.6% | $4,212-45.5% |
| Admin fee / account holder | $229 | $6,746-96.6% | $14,329-98.4% | $7,344-96.9% |