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.
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 | $1,245 | $23,330-94.7% | $64,489-98.1% | $82,448-98.5% |
| Participation rate | 80.5% | 68.3%+12.2pp | 67.7%+12.8pp | 68.1%+12.4pp |
| Annual return | 20.15% | 83.66%-63.5pp | 55.03%-34.9pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,131 | $1,707-33.8% | $2,778-59.3% | $4,139-72.7% |
| Admin fee / account holder | $183 | $2,946-93.8% | $4,260-95.7% | $7,234-97.5% |