Filed May 10, 2018 (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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,611 | $45,152-74.3% | $73,843-84.3% | $59,632-80.5% |
| Participation rate | 44.7% | 64.0%-19.3pp | 73.4%-28.7pp | 68.7%-23.9pp |
| Annual return | 2.66% | 27.40%-24.7pp | 2267.84%-2265.2pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,074 | $1,902-43.5% | $2,787-61.5% | $2,203-51.2% |
| Participant deferral / active EE | $1,926 | $2,574-25.2% | $3,583-46.3% | $3,192-39.7% |
| Admin fee / account holder | $158 | $3,516-95.5% | $4,880-96.8% | $4,297-96.3% |