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 | $49,815 | $55,790-10.7% | $76,817-35.2% | $67,579-26.3% |
| Participation rate | 34.1% | 71.1%-37.0pp | 72.1%-38.0pp | 71.3%-37.2pp |
| Annual return | 18.19% | 64.45%-46.3pp | 1166.11%-1147.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,285 | $2,875-55.3% | $3,336-61.5% | $3,539-63.7% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |