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.
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 | $846 | $80,717-99.0% | $154,803-99.5% | $84,808-99.0% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.5pp | 68.3%+14.2pp |
| Annual return | 30.12% | 37.96%-7.8pp | 58.88%-28.8pp | 40.90%-10.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,265 | $3,303-61.7% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $259 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |