Filed June 21, 2019
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,245 | $52,467-48.1% | $57,179-52.4% | $55,167-50.6% |
| Participation rate | 30.9% | 75.8%-45.0pp | 75.3%-44.4pp | 69.0%-38.1pp |
| Annual return | 4.77% | 7.72%-2.9pp | 14.59%-9.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $815 | $2,477-67.1% | $2,682-69.6% | $1,963-58.5% |
| Participant deferral / active EE | $1,278 | $2,830-54.8% | $3,096-58.7% | $3,054-58.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |