Filed July 7, 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.
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 | $53,814 | $127,386-57.8% | $115,037-53.2% | $125,391-57.1% |
| Participation rate | 65.2% | 84.2%-18.9pp | 81.4%-16.1pp | 83.2%-18.0pp |
| Annual return | 0.14% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,708 | $5,166-66.9% | $4,608-62.9% | $4,866-64.9% |
| Participant deferral / active EE | $4,042 | $6,423-37.1% | $6,026-32.9% | $5,352-24.5% |
| Admin fee / account holder | $245 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |