Filed August 28, 2018 (most recent of 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,058 | $153,772-75.9% | $133,980-72.3% | $273,961-86.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 5.28% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,137 | $6,029-64.6% | $5,211-59.0% | $4,869-56.1% |
| Participant deferral / active EE | $2,137 | $6,958-69.3% | $6,282-66.0% | $5,287-59.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |