Filed June 17, 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 | $11,724 | $22,714-48.4% | $59,496-80.3% | $55,191-78.8% |
| Participation rate | 42.9% | 37.5%+5.4pp | 54.6%-11.7pp | 69.2%-26.3pp |
| Annual return | 4.16% | -44.01%+48.2pp | 182.05%-177.9pp | 10.78%-6.6pp |
| Employer contribution / active EE | $434 | $418+3.8% | $1,153-62.4% | $1,899-77.2% |
| Participant deferral / active EE | $2,086 | $843+147.4% | $1,829+14.0% | $3,046-31.5% |
| Admin fee / account holder | $8 | $83-90.3% | $2,232-99.6% | $91-91.1% |