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 | $87,324 | $45,035+93.9% | $62,995+38.6% | $70,131+24.5% |
| Participation rate | 64.1% | 69.5%-5.4pp | 74.8%-10.7pp | 69.5%-5.4pp |
| Annual return | 18.78% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,510 | $2,465+123.6% | $3,329+65.5% | $3,332+65.4% |
| Admin fee / account holder | $275 | $2,834-90.3% | $3,600-92.4% | $4,645-94.1% |