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.
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 | $2,897 | $93,571-96.9% | $135,903-97.9% | $75,163-96.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 38.98% | 30.90%+8.1pp | 68.23%-29.3pp | 160.62%-121.6pp |
| Employer contribution / active EE | $1,273 | $3,537-64.0% | $4,856-73.8% | $2,670-52.3% |
| Participant deferral / active EE | $2,208 | $6,404-65.5% | $7,758-71.5% | $4,125-46.5% |
| Admin fee / account holder | $289 | $6,975-95.9% | $10,762-97.3% | $5,651-94.9% |