Filed March 1, 2022 (most recent of 2 filings on file)
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 | $70,280 | $39,122+79.6% | $57,179+22.9% | $62,891+11.7% |
| Participation rate | 62.8% | 70.5%-7.7pp | 75.3%-12.6pp | 69.3%-6.5pp |
| Annual return | 10.77% | 9.23%+1.5pp | 14.59%-3.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,194 | $2,374+76.7% | $3,096+35.5% | $3,203+31.0% |
| Admin fee / account holder | $188 | $2,592-92.7% | $3,139-94.0% | $4,296-95.6% |