Filed June 1, 2015 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,633 | $52,293-54.8% | $178,490-86.8% | $73,409-67.8% |
| Participation rate | 53.7% | 65.3%-11.7pp | 81.9%-28.2pp | 72.2%-18.5pp |
| Annual return | 16.23% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,515 | $1,735-12.7% | $5,011-69.8% | $2,234-32.2% |
| Participant deferral / active EE | $530 | $2,332-77.3% | $5,202-89.8% | $3,805-86.1% |
| Admin fee / account holder | $175 | $127+37.4% | $13,984-98.7% | $158+10.8% |