Filed September 19, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,372 | $100,041-37.7% | $149,718-58.3% | $70,131-11.1% |
| Participation rate | 55.8% | 83.6%-27.8pp | 87.1%-31.3pp | 69.5%-13.8pp |
| Annual return | 24.78% | 27.43%-2.6pp | 1501.63%-1476.8pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,603 | $3,662-56.2% | $5,445-70.6% | $2,342-31.6% |
| Participant deferral / active EE | $3,618 | $4,983-27.4% | $6,569-44.9% | $3,332+8.6% |
| Admin fee / account holder | -$867 | $8,286-110.5% | $11,283-107.7% | $4,645-118.7% |