Filed January 16, 2024
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,137 | $71,516-69.0% | $98,439-77.5% | $71,457-69.0% |
| Participation rate | 90.8% | 72.7%+18.1pp | 75.2%+15.6pp | 67.9%+22.8pp |
| Annual return | 7.48% | 32.41%-24.9pp | 21.16%-13.7pp | 28.85%-21.4pp |
| Employer contribution / active EE | $2,953 | $2,399+23.1% | $3,048-3.1% | $2,588+14.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |