Filed September 12, 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.
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 | $25,385 | $63,905-60.3% | $74,183-65.8% | $57,658-56.0% |
| Participation rate | 99.9% | 79.8%+20.1pp | 76.6%+23.2pp | 70.2%+29.6pp |
| Annual return | 19.51% | 60.60%-41.1pp | 17.74%+1.8pp | 5.13%+14.4pp |
| Employer contribution / active EE | $3,219 | $1,840+74.9% | $2,370+35.8% | $1,974+63.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |