Filed December 21, 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.
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 | $47,378 | $99,341-52.3% | $84,750-44.1% | $273,961-82.7% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 5.64% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,188 | $4,214-24.3% | $3,574-10.8% | $4,869-34.5% |
| Participant deferral / active EE | $3,574 | $4,269-16.3% | $3,712-3.7% | $5,287-32.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |