Filed January 24, 2019
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,124 | $74,024-95.8% | $77,999-96.0% | $57,658-94.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 0.00% | 12.14%-12.1pp | 425.96%-426.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,222 | $2,365-48.3% | $2,470-50.5% | $1,974-38.1% |
| Participant deferral / active EE | $968 | $3,533-72.6% | $3,497-72.3% | $3,061-68.4% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |