Filed April 9, 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,027 | $91,190-83.5% | $178,490-91.6% | $79,858-81.2% |
| Participation rate | 68.6% | 69.2%-0.6pp | 81.9%-13.4pp | 69.6%-1.1pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $364 | $3,256-88.8% | $5,011-92.7% | $2,471-85.3% |
| Participant deferral / active EE | $881 | $3,236-72.8% | $5,202-83.1% | $3,740-76.4% |
| Admin fee / account holder | $104 | $6,751-98.5% | $13,984-99.3% | $5,306-98.0% |