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 | $18,079 | $79,013-77.1% | $100,391-82.0% | $74,495-75.7% |
| Participation rate | 91.5% | 79.5%+12.0pp | 81.5%+10.0pp | 67.2%+24.3pp |
| Annual return | 46.73% | 20.41%+26.3pp | 49.20%-2.5pp | 1364.94%-1318.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,402 | $7,760-17.5% | $8,082-20.8% | $4,346+47.3% |
| Admin fee / account holder | $63 | $1,320-95.3% | $7,899-99.2% | $1,942-96.8% |