Filed October 7, 2020
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 9-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.
Participant contribution per participant 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 | $3,879 | $69,362-94.4% | $101,248-96.2% | $73,488-94.7% |
| Participation rate | 99.5% | 68.4%+31.1pp | 75.8%+23.7pp | 70.7%+28.8pp |
| Annual return | 18.49% | 18.46%0pp | 46.47%-28.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,506 | $2,628-42.7% | $3,660-58.9% | $2,270-33.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |