Filed January 22, 2020 (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 | $31,544 | $90,600-65.2% | $79,464-60.3% | $135,375-76.7% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 82.6%-21.5pp |
| Annual return | -5.31% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,234 | $3,068-59.8% | $2,800-55.9% | $4,779-74.2% |
| Participant deferral / active EE | $2,228 | $4,050-45.0% | $3,704-39.9% | $5,609-60.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |