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 | $68,503 | $69,763-1.8% | $67,502+1.5% | $74,495-8.0% |
| Participation rate | 50.7% | 71.4%-20.6pp | 72.9%-22.1pp | 67.2%-16.5pp |
| Annual return | 29.54% | -40.34%+69.9pp | 3512.12%-3482.6pp | 1364.94%-1335.4pp |
| Employer contribution / active EE | $1,709 | $2,704-36.8% | $2,731-37.4% | $2,623-34.8% |
| Participant deferral / active EE | $2,144 | $3,636-41.0% | $4,000-46.4% | $4,346-50.7% |
| Admin fee / account holder | $4 | $896-99.5% | $3,998-99.9% | $1,942-99.8% |