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 | $38,618 | $56,503-31.7% | $70,092-44.9% | $64,808-40.4% |
| Participation rate | 33.5% | 70.5%-37.0pp | 70.5%-37.0pp | 71.5%-37.9pp |
| Annual return | -13.79% | -13.44%-0.4pp | 190.73%-204.5pp | 32.82%-46.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,578 | $3,389-53.4% | $3,849-59.0% | $4,310-63.4% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |