Filed December 7, 2016
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,145 | $89,355-23.7% | $141,162-51.7% | $72,985-6.6% |
| Participation rate | 9.1% | 75.1%-66.0pp | 82.5%-73.4pp | 69.5%-60.4pp |
| Annual return | 36.85% | 111.85%-75.0pp | 71.39%-34.5pp | 81.00%-44.2pp |
| Employer contribution / active EE | $1,335 | $3,114-57.1% | $4,735-71.8% | $2,440-45.3% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $90 | $5,958-98.5% | $10,261-99.1% | $5,124-98.2% |