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 | $2,220 | $81,460-97.3% | $103,333-97.9% | $80,856-97.3% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.6%+24.9pp |
| Annual return | 14.38% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,600 | $3,869-58.6% | $5,057-68.4% | $4,296-62.7% |
| Admin fee / account holder | $73 | $6,566-98.9% | $8,355-99.1% | $6,918-98.9% |