Filed July 19, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,881-100.0% | $150,045-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 82.3%-82.3pp | 68.3%-68.3pp |
| Annual return | -94.64% | 28.25%-122.9pp | 62.55%-157.2pp | 40.90%-135.5pp |
| Employer contribution / active EE | $265 | $3,561-92.6% | $4,693-94.3% | $2,631-89.9% |
| Participant deferral / active EE | $15,152 | $6,636+128.3% | $7,997+89.5% | $4,212+259.8% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |