Filed March 28, 2017 (most recent of 2 filings on file)
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 6-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 | $2,016 | $50,666-96.0% | $76,817-97.4% | $65,185-96.9% |
| Participation rate | 97.1% | 68.8%+28.3pp | 72.1%+25.0pp | 70.2%+26.9pp |
| Annual return | 0.00% | 28.51%-28.5pp | 1166.11%-1166.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $338 | $1,575-78.5% | $2,302-85.3% | $2,177-84.5% |
| Participant deferral / active EE | $1,570 | $2,647-40.7% | $3,336-52.9% | $3,514-55.3% |
| Admin fee / account holder | $11 | $463-97.6% | $6,420-99.8% | $847-98.7% |