Filed October 2, 2015
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 10-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 | $19,951 | $185,822-89.3% | $169,993-88.3% | $139,434-85.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 20.07% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,831 | $7,590-62.7% | $6,785-58.3% | $4,751-40.4% |
| Participant deferral / active EE | $2,893 | $11,622-75.1% | $10,408-72.2% | $6,710-56.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |