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 | $4,906 | $99,078-95.0% | $96,544-94.9% | $74,419-93.4% |
| Participation rate | 73.6% | 80.7%-7.1pp | 76.0%-2.4pp | 70.7%+2.9pp |
| Annual return | 1966.59% | 22.48%+1944.1pp | 25.84%+1940.8pp | 34.38%+1932.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,626 | $4,933-46.8% | $4,851-45.9% | $4,528-42.0% |
| Admin fee / account holder | $259 | $225+15.4% | $8,252-96.9% | $348-25.5% |