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 3-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 | $1,739 | $25,014-93.0% | $69,647-97.5% | $80,856-97.8% |
| Participation rate | 75.5% | 64.2%+11.2pp | 66.5%+9.0pp | 67.6%+7.8pp |
| Annual return | 18.01% | 19.07%-1.1pp | 100.48%-82.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $657 | $993-33.8% | $1,712-61.6% | $2,755-76.2% |
| Participant deferral / active EE | $1,256 | $1,839-31.7% | $2,886-56.5% | $4,296-70.8% |
| Admin fee / account holder | $238 | $2,488-90.4% | $4,713-95.0% | $6,918-96.6% |