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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,385 | $130,194+59.3% | $169,993+22.0% | $71,457+190.2% |
| Participation rate | 28.3% | 86.1%-57.8pp | 87.0%-58.7pp | 67.9%-39.6pp |
| Annual return | -29.28% | 20.37%-49.7pp | 53.37%-82.7pp | 28.85%-58.1pp |
| Employer contribution / active EE | $11,720 | $4,381+167.5% | $6,785+72.7% | $2,588+352.9% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |