Filed September 8, 2015
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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,365 | $85,202-66.7% | $172,739-83.6% | $72,985-61.1% |
| Participation rate | 57.9% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.6pp |
| Annual return | 101.12% | 27.32%+73.8pp | 802.84%-701.7pp | 81.00%+20.1pp |
| Employer contribution / active EE | $630 | $3,324-81.1% | $5,143-87.8% | $2,440-74.2% |
| Participant deferral / active EE | $6,240 | $3,260+91.4% | $5,198+20.1% | $3,607+73.0% |
| Admin fee / account holder | $161 | $5,884-97.3% | $13,954-98.8% | $5,124-96.9% |