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 | $117,053 | $63,114+85.5% | $92,893+26.0% | $65,185+79.6% |
| Participation rate | 30.2% | 68.8%-38.6pp | 76.0%-45.8pp | 70.2%-40.0pp |
| Annual return | 20.92% | 28.75%-7.8pp | 109.41%-88.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,316 | $2,571-48.8% | $3,653-64.0% | $2,177-39.5% |
| Participant deferral / active EE | $2,823 | $3,108-9.2% | $4,236-33.4% | $3,514-19.7% |
| Admin fee / account holder | $8 | $624-98.7% | $5,794-99.9% | $847-99.1% |