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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,354 | $101,317+31.6% | $146,958-9.3% | $74,495+79.0% |
| Participation rate | 4.8% | 75.5%-70.7pp | 82.2%-77.3pp | 67.2%-62.4pp |
| Annual return | 37.07% | 8730.91%-8693.8pp | 418.34%-381.3pp | 1364.94%-1327.9pp |
| Employer contribution / active EE | $844 | $3,810-77.9% | $4,933-82.9% | $2,623-67.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |