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 | $1,132 | $49,915-97.7% | $154,803-99.3% | $74,304-98.5% |
| Participation rate | 83.7% | 54.0%+29.8pp | 78.1%+5.6pp | 60.3%+23.4pp |
| Annual return | 21.55% | 34.06%-12.5pp | 58.88%-37.3pp | 29.43%-7.9pp |
| Employer contribution / active EE | $1 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $651 | $2,255-71.1% | $5,540-88.3% | $3,767-82.7% |
| Admin fee / account holder | $215 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |