Filed July 18, 2017
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,892 | $85,202-83.7% | $172,739-92.0% | $72,985-81.0% |
| Participation rate | 43.8% | 70.1%-26.2pp | 82.6%-38.8pp | 69.5%-25.7pp |
| Annual return | 27.87% | 27.32%+0.5pp | 802.84%-775.0pp | 81.00%-53.1pp |
| Employer contribution / active EE | $596 | $3,324-82.1% | $5,143-88.4% | $2,440-75.6% |
| Participant deferral / active EE | $964 | $3,260-70.4% | $5,198-81.4% | $3,607-73.3% |
| Admin fee / account holder | $116 | $5,884-98.0% | $13,954-99.2% | $5,124-97.7% |