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 | $261,601 | $102,553+155.1% | $151,611+72.5% | $66,914+290.9% |
| Participation rate | 39.8% | 85.5%-45.7pp | 87.5%-47.7pp | 69.8%-30.0pp |
| Annual return | -16.13% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $12,858 | $4,180+207.6% | $6,166+108.5% | $2,544+405.4% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |