Filed September 13, 2017
Total covered: 78 employees
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,069 | $159,202-86.8% | $97,995-78.5% | $77,958-73.0% |
| Participation rate | 95.2% | 91.5%+3.7pp | 82.4%+12.8pp | 71.6%+23.5pp |
| Annual return | 15.98% | 28.47%-12.5pp | 23.94%-8.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,784 | $4,224-10.4% | $4,158-9.0% | $2,310+63.8% |
| Participant deferral / active EE | $0 | $7,461-100.0% | $5,097-100.0% | $3,537-100.0% |
| Admin fee / account holder | -$3 | $83-103.1% | $5,943-100.0% | $97-102.6% |