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 | $46,234 | $50,106-7.7% | $70,014-34.0% | $57,658-19.8% |
| Participation rate | 31.9% | 70.9%-38.9pp | 71.8%-39.9pp | 70.2%-38.3pp |
| Annual return | 6.65% | 14.58%-7.9pp | 12.99%-6.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,071 | $2,486-56.9% | $2,931-63.4% | $3,061-65.0% |
| Admin fee / account holder | $0 | $89-100.0% | $4,380-100.0% | $95-100.0% |