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 | $45,078 | $91,190-50.6% | $178,490-74.7% | $79,858-43.6% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 22.79% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-8.9pp |
| Employer contribution / active EE | $827 | $3,256-74.6% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $8,856 | $3,236+173.7% | $5,202+70.3% | $3,740+136.8% |
| Admin fee / account holder | $165 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |