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 3-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 | $8,277 | $100,923-91.8% | $150,045-94.5% | $74,304-88.9% |
| Participation rate | 85.0% | 70.1%+15.0pp | 82.3%+2.7pp | 60.3%+24.7pp |
| Annual return | 35.04% | 51.77%-16.7pp | 62.55%-27.5pp | 29.43%+5.6pp |
| Employer contribution / active EE | $1,628 | $3,463-53.0% | $4,693-65.3% | $2,241-27.4% |
| Participant deferral / active EE | $2,377 | $6,709-64.6% | $7,997-70.3% | $3,767-36.9% |
| Admin fee / account holder | $273 | $2,767-90.1% | $13,435-98.0% | $2,969-90.8% |