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 9-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 | $10,326 | $78,422-86.8% | $95,952-89.2% | $79,858-87.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.54% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,164 | $1,945+62.7% | $2,541+24.5% | $2,471+28.0% |
| Participant deferral / active EE | $657 | $3,440-80.9% | $4,167-84.2% | $3,740-82.4% |
| Admin fee / account holder | $134 | $5,622-97.6% | $6,795-98.0% | $5,306-97.5% |