Filed February 17, 2017
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 | $90,357 | $52,467+72.2% | $57,179+58.0% | $55,167+63.8% |
| Participation rate | 55.0% | 75.8%-20.8pp | 75.3%-20.3pp | 69.0%-14.0pp |
| Annual return | 7.56% | 7.72%-0.2pp | 14.59%-7.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $8,406 | $2,477+239.3% | $2,682+213.4% | $1,963+328.3% |
| Participant deferral / active EE | $2,591 | $2,830-8.5% | $3,096-16.3% | $3,054-15.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |