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 | $24,730-95.0% | $66,042-98.1% | $84,808-98.5% |
| Participation rate | 80.5% | 68.1%+12.4pp | 67.5%+13.0pp | 68.3%+12.2pp |
| Annual return | 20.15% | 79.55%-59.4pp | 52.11%-32.0pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,131 | $1,737-34.9% | $2,835-60.1% | $4,212-73.1% |
| Admin fee / account holder | $183 | $3,014-93.9% | $5,747-96.8% | $7,344-97.5% |