Filed October 19, 2015 (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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,372 | $57,065-69.6% | $75,670-77.0% | $70,131-75.2% |
| Participation rate | 40.9% | 68.1%-27.2pp | 72.3%-31.4pp | 69.5%-28.6pp |
| Annual return | 21.37% | 23.57%-2.2pp | 27.34%-6.0pp | 73.14%-51.8pp |
| Employer contribution / active EE | $312 | $1,817-82.8% | $2,352-86.7% | $2,342-86.7% |
| Participant deferral / active EE | $352 | $2,580-86.4% | $3,142-88.8% | $3,332-89.4% |
| Admin fee / account holder | $88 | $3,825-97.7% | $5,800-98.5% | $4,645-98.1% |