Filed June 23, 2023 (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 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 | $67,103 | $57,541+16.6% | $95,745-29.9% | $75,163-10.7% |
| Participation rate | 66.7% | 62.5%+4.2pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 15.33% | 34.93%-19.6pp | 28.35%-13.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $413 | $1,808-77.2% | $2,835-85.4% | $2,670-84.5% |
| Participant deferral / active EE | $4,129 | $3,074+34.3% | $4,245-2.7% | $4,125+0.1% |
| Admin fee / account holder | $179 | $4,099-95.6% | $5,678-96.8% | $5,651-96.8% |