Filed April 22, 2016
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 | $60,622 | $73,933-18.0% | $96,683-37.3% | $75,163-19.3% |
| Participation rate | 19.2% | 66.4%-47.2pp | 74.3%-55.1pp | 67.2%-48.0pp |
| Annual return | 25.12% | 26.70%-1.6pp | 35.69%-10.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $880 | $2,928-69.9% | $3,737-76.4% | $2,670-67.0% |
| Participant deferral / active EE | $1,764 | $3,659-51.8% | $4,878-63.8% | $4,125-57.2% |
| Admin fee / account holder | $293 | $5,216-94.4% | $6,730-95.6% | $5,651-94.8% |