Filed June 10, 2015
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 | $25,452 | $54,350-53.2% | $82,719-69.2% | $68,494-62.8% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.4pp |
| Annual return | -15.77% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $722 | $2,218-67.5% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $3,133 | $3,246-3.5% | $4,395-28.7% | $4,027-22.2% |
| Admin fee / account holder | $246 | $4,395-94.4% | $5,329-95.4% | $5,403-95.4% |