Filed December 12, 2014
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 | $56,836 | $46,674+21.8% | $117,472-51.6% | $68,494-17.0% |
| Participation rate | 38.6% | 56.8%-18.2pp | 70.6%-32.0pp | 67.9%-29.3pp |
| Annual return | -16.93% | -14.52%-2.4pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,031 | $1,505-31.5% | $4,176-75.3% | $2,596-60.3% |
| Participant deferral / active EE | $2,094 | $2,636-20.6% | $4,070-48.6% | $4,027-48.0% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |