Filed March 20, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,426 | $53,018-52.0% | $70,014-63.7% | $62,891-59.6% |
| Participation rate | 20.0% | 67.2%-47.2pp | 71.8%-51.8pp | 69.3%-49.3pp |
| Annual return | 6.00% | 13.35%-7.4pp | 12.99%-7.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $352 | $2,395-85.3% | $2,931-88.0% | $3,203-89.0% |
| Admin fee / account holder | $205 | $3,690-94.4% | $4,380-95.3% | $4,296-95.2% |