Filed May 20, 2021
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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,266 | $138,065-92.6% | $123,544-91.7% | $135,375-92.4% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $884 | $5,151-82.8% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $2,952 | $6,799-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $145 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |