Filed September 21, 2023 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,026 | $167,484-77.9% | $151,611-75.6% | $134,475-72.5% |
| Participation rate | 65.2% | 88.4%-23.2pp | 87.5%-22.3pp | 81.2%-16.0pp |
| Annual return | -17.14% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $608 | $6,829-91.1% | $6,166-90.1% | $4,740-87.2% |
| Participant deferral / active EE | $1,600 | $8,986-82.2% | $8,363-80.9% | $6,400-75.0% |
| Admin fee / account holder | $204 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |