Filed October 28, 2016
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.
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 | $51,351 | $60,795-15.5% | $69,455-26.1% | $65,185-21.2% |
| Participation rate | 59.1% | 74.9%-15.8pp | 74.6%-15.5pp | 70.2%-11.1pp |
| Annual return | 17.03% | 17.46%-0.4pp | 28.97%-11.9pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,735 | $2,452-29.3% | $2,779-37.6% | $2,177-20.3% |
| Participant deferral / active EE | $1,735 | $3,162-45.1% | $3,535-50.9% | $3,514-50.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |