Filed April 26, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,897 | $138,065-2.3% | $123,544+9.2% | $135,375-0.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -13.67% | 153.68%-167.4pp | 119.20%-132.9pp | 519.73%-533.4pp |
| Employer contribution / active EE | $13,974 | $5,151+171.3% | $4,628+202.0% | $4,779+192.4% |
| Participant deferral / active EE | $8,610 | $6,799+26.6% | $6,426+34.0% | $5,609+53.5% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |