Filed October 10, 2016 (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.
Participant 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 | $18,604 | $82,032-77.3% | $123,104-84.9% | $59,632-68.8% |
| Participation rate | 39.0% | 83.2%-44.2pp | 86.8%-47.8pp | 68.7%-29.6pp |
| Annual return | -0.79% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $726 | $4,667-84.4% | $6,230-88.3% | $3,192-77.2% |
| Admin fee / account holder | $234 | $5,881-96.0% | $9,015-97.4% | $4,297-94.5% |