Filed October 9, 2018
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,417 | $97,044-84.1% | $83,333-81.5% | $135,375-88.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -22.10% | 12.31%-34.4pp | 10.63%-32.7pp | 519.73%-541.8pp |
| Employer contribution / active EE | $2,412 | $4,143-41.8% | $3,379-28.6% | $4,779-49.5% |
| Participant deferral / active EE | $5,782 | $5,964-3.1% | $5,565+3.9% | $5,609+3.1% |
| Admin fee / account holder | $60 | $8,380-99.3% | $7,510-99.2% | $10,827-99.4% |