Filed January 15, 2025
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.
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 | $26,918 | $87,841-69.4% | $133,980-79.9% | $62,891-57.2% |
| Participation rate | 61.8% | 83.4%-21.6pp | 87.1%-25.3pp | 69.3%-7.5pp |
| Annual return | 10.42% | 12.05%-1.6pp | 29.30%-18.9pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,111 | $3,483-68.1% | $5,211-78.7% | $2,281-51.3% |
| Participant deferral / active EE | $3,912 | $4,812-18.7% | $6,282-37.7% | $3,203+22.1% |
| Admin fee / account holder | $111 | $5,371-97.9% | $9,324-98.8% | $4,296-97.4% |