Filed July 16, 2018
Total covered: 2 employees
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 | $129,209 | $78,705+64.2% | $117,854+9.6% | $70,131+84.2% |
| Participation rate | 45.6% | 73.2%-27.6pp | 79.7%-34.1pp | 69.5%-24.0pp |
| Annual return | 15.44% | 23.30%-7.9pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,709 | $2,223+21.9% | $3,786-28.4% | $2,342+15.7% |
| Participant deferral / active EE | $4,184 | $3,297+26.9% | $4,482-6.6% | $3,332+25.6% |
| Admin fee / account holder | $169 | $5,065-96.7% | $8,020-97.9% | $4,645-96.4% |