Filed June 29, 2017
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,120 | $73,515+172.2% | $62,995+217.7% | $147,584+35.6% |
| Participation rate | 30.8% | 77.9%-47.1pp | 74.8%-44.0pp | 82.8%-52.1pp |
| Annual return | 18.88% | 175.43%-156.5pp | 87.57%-68.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,369 | $4,185+28.3% | $3,329+61.2% | $5,439-1.3% |
| Admin fee / account holder | $33 | $5,953-99.4% | $3,600-99.1% | $10,885-99.7% |