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 8-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 | $9,389 | $72,277-87.0% | $101,248-90.7% | $79,858-88.2% |
| Participation rate | 84.1% | 68.5%+15.6pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 23.19% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $952 | $2,692-64.6% | $3,660-74.0% | $2,471-61.5% |
| Participant deferral / active EE | $3,258 | $3,282-0.7% | $4,370-25.5% | $3,740-12.9% |
| Admin fee / account holder | $151 | $4,400-96.6% | $5,945-97.5% | $5,306-97.2% |