Filed November 6, 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 | $11,086 | $46,173-76.0% | $170,442-93.5% | $69,631-84.1% |
| Participation rate | 60.2% | 63.9%-3.7pp | 83.6%-23.4pp | 70.7%-10.5pp |
| Annual return | 19.08% | 21.62%-2.5pp | 205.93%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $102 | $1,610-93.6% | $5,433-98.1% | $2,032-95.0% |
| Participant deferral / active EE | $894 | $2,080-57.0% | $4,939-81.9% | $3,224-72.3% |
| Admin fee / account holder | $85 | $116-26.6% | $13,880-99.4% | $110-22.9% |