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 | $45,343-97.5% | $150,298-99.2% | $67,986-98.3% |
| Participation rate | 83.7% | 51.9%+31.8pp | 77.8%+5.9pp | 57.2%+26.5pp |
| Annual return | 21.55% | 33.28%-11.7pp | 62.79%-41.2pp | 31.67%-10.1pp |
| Employer contribution / active EE | $1 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $651 | $2,055-68.3% | $5,453-88.1% | $3,358-80.6% |
| Admin fee / account holder | $215 | $2,250-90.5% | $14,116-98.5% | $3,203-93.3% |