Filed November 25, 2020
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 7-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 | $8,263 | $89,355-90.8% | $141,162-94.1% | $72,985-88.7% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,567 | $5,418+2.8% | $6,709-17.0% | $3,607+54.3% |
| Admin fee / account holder | $55 | $5,958-99.1% | $10,261-99.5% | $5,124-98.9% |