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 | $42,809 | $48,261-11.3% | $68,793-37.8% | $55,725-23.2% |
| Participation rate | 33.4% | 71.0%-37.7pp | 72.2%-38.8pp | 70.9%-37.5pp |
| Annual return | -4.47% | -2.61%-1.9pp | -4.63%+0.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,259 | $2,712-53.6% | $3,311-62.0% | $3,356-62.5% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |