Filed December 3, 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 | $74,313 | $52,681+41.1% | $75,781-1.9% | $59,632+24.6% |
| Participation rate | 34.6% | 67.2%-32.6pp | 75.8%-41.2pp | 68.7%-34.1pp |
| Annual return | -2.55% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,323 | $2,193-39.7% | $3,323-60.2% | $2,203-39.9% |
| Participant deferral / active EE | $2,114 | $2,591-18.4% | $3,651-42.1% | $3,192-33.8% |
| Admin fee / account holder | $129 | $3,610-96.4% | $5,299-97.6% | $4,297-97.0% |