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.
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 | $435 | $31,310-98.6% | $53,898-99.2% | $74,304-99.4% |
| Participation rate | 94.3% | 30.7%+63.6pp | 55.0%+39.3pp | 60.3%+34.0pp |
| Annual return | 0.00% | 23.16%-23.2pp | 528.60%-528.6pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $517 | $934-44.6% | $1,826-71.7% | $3,767-86.3% |
| Admin fee / account holder | $2 | $2,175-99.9% | $2,491-99.9% | $2,969-99.9% |