Filed January 16, 2024 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,220 | $117,025-47.7% | $91,541-33.1% | $85,563-28.5% |
| Participation rate | 35.3% | 64.2%-28.9pp | 69.8%-34.5pp | 66.0%-30.6pp |
| Annual return | 16.10% | 18.02%-1.9pp | 20.50%-4.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,222 | $3,446-35.5% | $4,008-44.5% | $4,375-49.2% |
| Admin fee / account holder | $0 | $1,242-100.0% | $6,956-100.0% | $834-100.0% |