Filed March 29, 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 5-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,422 | $121,341+143.5% | $189,513+55.9% | $79,386+272.1% |
| Participation rate | 50.5% | 86.1%-35.6pp | 87.8%-37.3pp | 70.7%-20.2pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $12,613 | $3,915+222.2% | $6,162+104.7% | $2,427+419.6% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |