Filed April 27, 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.
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 | $88,334 | $49,138+79.8% | $84,015+5.1% | $65,185+35.5% |
| Participation rate | 37.4% | 60.7%-23.3pp | 69.0%-31.6pp | 70.2%-32.8pp |
| Annual return | 21.09% | 23.00%-1.9pp | 71.31%-50.2pp | 29.38%-8.3pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,821 | $2,397-24.0% | $3,239-43.8% | $3,514-48.2% |
| Admin fee / account holder | $22 | $543-96.0% | $6,101-99.6% | $847-97.4% |