Filed May 8, 2023
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,210 | $150,440-90.6% | $136,294-89.6% | $147,584-90.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 30.74% | 1049.08%-1018.3pp | 5155.94%-5125.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $454 | $5,256-91.4% | $4,695-90.3% | $4,876-90.7% |
| Participant deferral / active EE | $5,571 | $6,630-16.0% | $6,247-10.8% | $5,439+2.4% |
| Admin fee / account holder | $150 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |