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 6-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.
Participant 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 | $5,611 | $88,672-93.7% | $105,223-94.7% | $82,448-93.2% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 22.26% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $954 | $3,048-68.7% | $3,689-74.1% | $2,551-62.6% |
| Participant deferral / active EE | $1,298 | $4,036-67.8% | $5,072-74.4% | $4,139-68.6% |
| Admin fee / account holder | $298 | $7,146-95.8% | $8,859-96.6% | $7,234-95.9% |