Filed April 4, 2018 (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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,289 | $99,020-66.4% | $86,590-61.6% | $147,584-77.4% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 21.84% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $292 | $3,132-90.7% | $2,839-89.7% | $4,876-94.0% |
| Participant deferral / active EE | $291 | $3,972-92.7% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |