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 | $119,642 | $69,362+72.5% | $101,248+18.2% | $73,488+62.8% |
| Participation rate | 36.5% | 68.4%-31.9pp | 75.8%-39.3pp | 70.7%-34.2pp |
| Annual return | 14.96% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,173 | $2,628-55.4% | $3,660-67.9% | $2,270-48.3% |
| Participant deferral / active EE | $3,225 | $3,300-2.3% | $4,370-26.2% | $3,740-13.8% |
| Admin fee / account holder | $17 | $704-97.6% | $5,945-99.7% | $513-96.8% |