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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $48,076-67.1% | $78,689-79.9% | $62,891-74.9% |
| Participation rate | 58.2% | 65.2%-7.0pp | 73.6%-15.4pp | 69.3%-11.1pp |
| Annual return | 8.87% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $950 | $2,015-52.8% | $2,851-66.7% | $2,281-58.3% |
| Participant deferral / active EE | $1,702 | $2,588-34.2% | $3,517-51.6% | $3,203-46.9% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |