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 | $81,446-97.3% | $103,374-97.9% | $80,874-97.3% |
| Participation rate | 92.5% | 66.9%+25.6pp | 74.5%+18.0pp | 67.6%+24.9pp |
| Annual return | 14.38% | 25.57%-11.2pp | 24.89%-10.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,600 | $3,870-58.6% | $5,058-68.4% | $4,297-62.8% |
| Admin fee / account holder | $73 | $6,715-98.9% | $8,394-99.1% | $6,935-98.9% |