Filed January 10, 2018
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 | $34,546 | $46,173-25.2% | $170,442-79.7% | $69,631-50.4% |
| Participation rate | 23.7% | 63.9%-40.2pp | 83.6%-59.9pp | 70.7%-47.0pp |
| Annual return | 43.95% | 21.62%+22.3pp | 205.93%-162.0pp | 27571.02%-27527.1pp |
| Employer contribution / active EE | $261 | $1,610-83.8% | $5,433-95.2% | $2,032-87.2% |
| Participant deferral / active EE | $601 | $2,080-71.1% | $4,939-87.8% | $3,224-81.4% |
| Admin fee / account holder | $20 | $116-82.7% | $13,880-99.9% | $110-81.8% |