Filed April 21, 2017 (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 | $53,156 | $99,652-46.7% | $78,778-32.5% | $147,584-64.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 12.39% | 47.28%-34.9pp | 35.62%-23.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,340 | $2,796+55.2% | $1,986+118.6% | $4,876-11.0% |
| Participant deferral / active EE | $4,906 | $3,664+33.9% | $2,958+65.8% | $5,439-9.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |