Filed July 21, 2021 (most recent of 2 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 7-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 | $21,080 | $97,757-78.4% | $83,848-74.9% | $135,375-84.4% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,402 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $3,957 | $4,682-15.5% | $4,082-3.1% | $5,609-29.5% |
| Admin fee / account holder | $70 | $6,674-98.9% | $5,478-98.7% | $10,827-99.4% |