Filed September 2, 2021 (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 | $88,544 | $167,307-47.1% | $143,757-38.4% | $134,475-34.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.60% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,604 | $5,619-71.5% | $4,951-67.6% | $4,740-66.2% |
| Participant deferral / active EE | $3,031 | $6,446-53.0% | $5,637-46.2% | $6,400-52.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |