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 4-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.
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 | $4,024 | $29,319-86.3% | $52,425-92.3% | $82,448-95.1% |
| Participation rate | 91.1% | 46.9%+44.3pp | 55.6%+35.5pp | 68.1%+23.0pp |
| Annual return | 23.16% | 535.20%-512.0pp | 302.12%-279.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,915 | $1,171+148.8% | $1,790+62.8% | $4,139-29.6% |
| Admin fee / account holder | $175 | $1,962-91.1% | $2,495-93.0% | $7,234-97.6% |