Filed June 1, 2022
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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,338 | $179,726-92.6% | $156,263-91.5% | $142,382-90.6% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 20.12% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,272 | $5,069-74.9% | $4,333-70.6% | $4,299-70.4% |
| Participant deferral / active EE | $2,171 | $6,956-68.8% | $6,158-64.7% | $6,507-66.6% |
| Admin fee / account holder | $74 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |