Filed December 16, 2015 (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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,554 | $140,588-80.4% | $123,104-77.6% | $125,391-78.0% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | -2.68% | 16.80%-19.5pp | 13.22%-15.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,073 | $6,041-82.2% | $5,151-79.2% | $4,866-78.0% |
| Participant deferral / active EE | $3,497 | $6,980-49.9% | $6,230-43.9% | $5,352-34.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |