Filed June 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,109 | $47,977-76.8% | $154,107-92.8% | $56,287-80.3% |
| Participation rate | 47.8% | 66.2%-18.4pp | 83.0%-35.3pp | 69.9%-22.1pp |
| Annual return | 15.28% | 3.54%+11.7pp | 735.12%-719.8pp | -9.96%+25.2pp |
| Employer contribution / active EE | $153 | $2,169-93.0% | $5,298-97.1% | $2,111-92.8% |
| Participant deferral / active EE | $775 | $2,392-67.6% | $5,081-84.7% | $3,350-76.9% |
| Admin fee / account holder | $39 | $438-91.2% | $13,411-99.7% | $521-92.6% |