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 8-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 | $6,306 | $56,972-88.9% | $182,532-96.5% | $65,185-90.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 941.17% | 27.67%+913.5pp | 148.54%+792.6pp | 29.38%+911.8pp |
| Employer contribution / active EE | $154 | $1,615-90.4% | $4,076-96.2% | $2,177-92.9% |
| Participant deferral / active EE | $2,545 | $3,526-27.8% | $5,524-53.9% | $3,514-27.6% |
| Admin fee / account holder | $267 | $528-49.4% | $8,592-96.9% | $847-68.5% |