Filed February 20, 2017
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,615 | $78,672-31.9% | $109,143-50.9% | $85,850-37.5% |
| Participation rate | 58.6% | 68.3%-9.7pp | 75.9%-17.3pp | 69.3%-10.7pp |
| Annual return | 21.50% | 25.09%-3.6pp | 25.75%-4.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $270 | $2,735-90.1% | $3,722-92.7% | $2,565-89.5% |
| Participant deferral / active EE | $3,809 | $3,467+9.9% | $4,653-18.1% | $3,952-3.6% |
| Admin fee / account holder | $262 | $5,469-95.2% | $6,752-96.1% | $6,260-95.8% |