Filed July 27, 2016
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $161,352-73.2% | $134,172-67.8% | $137,256-68.5% |
| Participation rate | 57.9% | 78.3%-20.4pp | 72.5%-14.6pp | 80.0%-22.1pp |
| Annual return | 14.52% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,186 | $4,099-71.1% | $3,420-65.3% | $4,156-71.5% |
| Participant deferral / active EE | $1,886 | $5,552-66.0% | $4,690-59.8% | $6,407-70.6% |
| Admin fee / account holder | $144 | $15,028-99.0% | $12,016-98.8% | $12,270-98.8% |