Filed February 1, 2023
Total covered: 3 employees
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $74,749 | $209,336-64.3% | $197,124-62.1% | $137,256-45.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 15.94% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,731 | $6,591+2.1% | $6,227+8.1% | $4,156+62.0% |
| Participant deferral / active EE | $728 | $9,614-92.4% | $9,135-92.0% | $6,407-88.6% |
| Admin fee / account holder | $256 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |