Filed July 19, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,810 | $122,186-18.3% | $146,958-32.1% | $199,593-50.0% |
| Participation rate | 43.5% | 78.3%-34.8pp | 82.2%-38.7pp | 72.0%-28.5pp |
| Annual return | 15.46% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,288 | $8,502-49.6% | $8,070-46.9% | $5,087-15.7% |
| Admin fee / account holder | $76 | $179-57.5% | $12,998-99.4% | $269-71.7% |