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 | $30,400-86.8% | $53,898-92.5% | $84,808-95.3% |
| Participation rate | 91.1% | 46.4%+44.7pp | 55.0%+36.2pp | 68.3%+22.8pp |
| Annual return | 23.16% | 500.19%-477.0pp | 528.60%-505.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,915 | $1,199+143.2% | $1,826+59.6% | $4,212-30.8% |
| Admin fee / account holder | $175 | $1,993-91.2% | $2,491-93.0% | $7,344-97.6% |