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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,534 | $64,119+11.6% | $112,228-36.3% | $66,914+6.9% |
| Participation rate | 34.8% | 68.5%-33.7pp | 75.1%-40.3pp | 69.8%-35.0pp |
| Annual return | -15.61% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,095 | $3,005-63.6% | $3,635-69.9% | $2,544-57.0% |
| Participant deferral / active EE | $3,088 | $3,693-16.4% | $4,728-34.7% | $4,237-27.1% |
| Admin fee / account holder | $13 | $625-98.0% | $6,410-99.8% | $593-97.9% |