Filed June 12, 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 8-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.
Participant contribution per participant 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 | $3,906 | $58,726-93.3% | $92,233-95.8% | $62,292-93.7% |
| Participation rate | 81.3% | 68.3%+12.9pp | 76.5%+4.8pp | 69.5%+11.8pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,226 | $2,392+34.9% | $3,679-12.3% | $2,042+58.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |