Filed December 10, 2020
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 | $88,012 | $63,346+38.9% | $92,233-4.6% | $70,131+25.5% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 19.18% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,308 | $2,471-47.1% | $3,679-64.5% | $2,342-44.2% |
| Participant deferral / active EE | $3,292 | $2,854+15.4% | $3,897-15.5% | $3,332-1.2% |
| Admin fee / account holder | $134 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |