Filed August 29, 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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,509 | $130,194-3.6% | $169,993-26.2% | $71,457+75.6% |
| Participation rate | 69.5% | 86.1%-16.6pp | 87.0%-17.5pp | 67.9%+1.6pp |
| Annual return | 21.89% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,336 | $4,381-23.9% | $6,785-50.8% | $2,588+28.9% |
| Participant deferral / active EE | $5,845 | $6,923-15.6% | $10,408-43.8% | $4,289+36.3% |
| Admin fee / account holder | $24 | $966-97.5% | $12,815-99.8% | $1,587-98.5% |