Filed May 6, 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 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 | $16,725 | $46,360-63.9% | $147,614-88.7% | $52,331-68.0% |
| Participation rate | 45.8% | 64.9%-19.1pp | 84.6%-38.8pp | 68.1%-22.3pp |
| Annual return | -0.81% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $703 | $2,126-66.9% | $5,564-87.4% | $1,882-62.6% |
| Participant deferral / active EE | $755 | $2,258-66.6% | $4,895-84.6% | $3,022-75.0% |
| Admin fee / account holder | $150 | $766-80.4% | $11,611-98.7% | $592-74.7% |