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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,749 | $65,557-13.4% | $64,056-11.4% | $71,457-20.6% |
| Participation rate | 44.4% | 73.2%-28.7pp | 72.3%-27.9pp | 67.9%-23.5pp |
| Annual return | 15.43% | 18.94%-3.5pp | 33.69%-18.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,429 | $2,669-46.4% | $2,747-48.0% | $2,588-44.8% |
| Participant deferral / active EE | $1,429 | $3,626-60.6% | $3,880-63.2% | $4,289-66.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |