Filed June 24, 2020
Total covered: 34 employees
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 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,842 | $153,772-68.9% | $133,980-64.3% | $273,961-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.35% | 36.51%-30.2pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,613 | $6,029-40.1% | $5,211-30.7% | $4,869-25.8% |
| Participant deferral / active EE | $1,869 | $6,958-73.1% | $6,282-70.2% | $5,287-64.6% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |