Filed December 29, 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.
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 | $89,821 | $55,449+62.0% | $83,848+7.1% | $56,287+59.6% |
| Participation rate | 31.0% | 68.0%-37.0pp | 76.1%-45.2pp | 69.9%-38.9pp |
| Annual return | -1.43% | -1.38%0pp | 850.88%-852.3pp | -9.96%+8.5pp |
| Employer contribution / active EE | $867 | $2,430-64.3% | $3,631-76.1% | $2,111-58.9% |
| Participant deferral / active EE | $2,432 | $2,935-17.2% | $4,082-40.4% | $3,350-27.4% |
| Admin fee / account holder | $11 | $656-98.3% | $5,478-99.8% | $521-97.9% |