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 6-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 | $1,951 | $53,053-96.3% | $126,539-98.5% | $74,304-97.4% |
| Participation rate | 80.0% | 48.0%+32.0pp | 69.8%+10.2pp | 60.3%+19.7pp |
| Annual return | 38.49% | 29.46%+9.0pp | 425.95%-387.5pp | 29.43%+9.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $761 | $2,303-67.0% | $4,083-81.4% | $3,767-79.8% |
| Admin fee / account holder | $18 | $3,698-99.5% | $6,065-99.7% | $2,969-99.4% |