Filed April 4, 2018
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 9-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 | $8,899 | $65,376-86.4% | $87,100-89.8% | $65,185-86.3% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.6pp | 70.2%+28.3pp |
| Annual return | 55.45% | 31.27%+24.2pp | 28.19%+27.3pp | 29.38%+26.1pp |
| Employer contribution / active EE | $2,879 | $1,822+58.0% | $2,521+14.2% | $2,177+32.3% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |