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 | $1,229 | $74,927-98.4% | $101,794-98.8% | $84,808-98.6% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 25.91% | 18.70%+7.2pp | 30.53%-4.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $425 | $1,522-72.1% | $2,289-81.4% | $2,631-83.8% |
| Participant deferral / active EE | $1,199 | $3,099-61.3% | $4,084-70.7% | $4,212-71.5% |
| Admin fee / account holder | $148 | $6,514-97.7% | $8,777-98.3% | $7,344-98.0% |