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.
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 | $12,409 | $51,197-75.8% | $82,719-85.0% | $66,914-81.5% |
| Participation rate | 89.8% | 67.8%+21.9pp | 72.6%+17.2pp | 69.8%+20.0pp |
| Annual return | 121.09% | -9.64%+130.7pp | 701.18%-580.1pp | 1.58%+119.5pp |
| Employer contribution / active EE | $2,866 | $2,611+9.8% | $3,009-4.8% | $2,544+12.6% |
| Participant deferral / active EE | $5,357 | $3,458+54.9% | $4,395+21.9% | $4,237+26.4% |
| Admin fee / account holder | $237 | $416-43.0% | $5,329-95.6% | $593-60.1% |