Filed April 9, 2021
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,695,112 | $71,057+14951.4% | $93,654+11319.8% | $80,874+13124.4% |
| Participation rate | 3.4% | 60.4%-57.0pp | 68.7%-65.3pp | 67.6%-64.2pp |
| Annual return | 23.74% | 11.26%+12.5pp | 133.34%-109.6pp | 35.62%-11.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |