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 | $50,725 | $53,925-5.9% | $75,670-33.0% | $69,631-27.2% |
| Participation rate | 31.7% | 71.2%-39.5pp | 72.3%-40.7pp | 70.7%-39.0pp |
| Annual return | 14.79% | 17.84%-3.0pp | 27.34%-12.6pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,236 | $2,569-51.9% | $3,142-60.7% | $3,224-61.7% |
| Admin fee / account holder | $0 | $97-100.0% | $5,800-100.0% | $110-100.0% |