Filed August 21, 2017
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 | $6,666 | $89,355-92.5% | $141,162-95.3% | $72,985-90.9% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.0pp |
| Annual return | 102.83% | 111.85%-9.0pp | 71.39%+31.4pp | 81.00%+21.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,111 | $5,418-24.1% | $6,709-38.7% | $3,607+14.0% |
| Admin fee / account holder | $212 | $5,958-96.4% | $10,261-97.9% | $5,124-95.9% |