Filed January 9, 2017
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.
Annual investment return 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 | $8,757 | $100,923-91.3% | $150,045-94.2% | $74,304-88.2% |
| Participation rate | 99.3% | 70.1%+29.3pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | -0.72% | 51.77%-52.5pp | 62.55%-63.3pp | 29.43%-30.2pp |
| Employer contribution / active EE | $1,003 | $3,463-71.0% | $4,693-78.6% | $2,241-55.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |