Filed January 19, 2021
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,467 | $62,928-62.7% | $172,739-86.4% | $67,579-65.3% |
| Participation rate | 26.0% | 64.5%-38.5pp | 82.6%-56.7pp | 71.3%-45.3pp |
| Annual return | 20.03% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $880 | $2,145-59.0% | $5,198-83.1% | $3,539-75.1% |
| Admin fee / account holder | $6 | $167-96.4% | $13,954-100.0% | $142-95.8% |