Filed December 20, 2016
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 | $13,065 | $45,035-71.0% | $62,995-79.3% | $70,131-81.4% |
| Participation rate | 40.3% | 69.5%-29.3pp | 74.8%-34.5pp | 69.5%-29.3pp |
| Annual return | 15.19% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,363 | $2,465-4.1% | $3,329-29.0% | $3,332-29.1% |
| Admin fee / account holder | $264 | $2,834-90.7% | $3,600-92.7% | $4,645-94.3% |