Filed January 15, 2019
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 5-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,973 | $46,722+4.8% | $130,648-62.5% | $65,185-24.9% |
| Participation rate | 48.7% | 60.9%-12.3pp | 71.7%-23.1pp | 70.2%-21.5pp |
| Annual return | 233.56% | 24.17%+209.4pp | 1708.96%-1475.4pp | 29.38%+204.2pp |
| Employer contribution / active EE | $7,747 | $1,488+420.8% | $4,092+89.3% | $2,177+255.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |