Filed July 27, 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 | $43,229 | $163,101-73.5% | $136,749-68.4% | $142,382-69.6% |
| Participation rate | 57.9% | 78.2%-20.3pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 14.52% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,186 | $4,117-71.2% | $3,400-65.1% | $4,299-72.4% |
| Participant deferral / active EE | $1,886 | $5,585-66.2% | $4,692-59.8% | $6,507-71.0% |
| Admin fee / account holder | $144 | $14,318-99.0% | $11,386-98.7% | $12,624-98.9% |