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.
Employer 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 | $19,982 | $82,917-75.9% | $103,333-80.7% | $77,643-74.3% |
| Participation rate | 99.7% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 33.65% | 19.13%+14.5pp | 24.88%+8.8pp | 31.24%+2.4pp |
| Employer contribution / active EE | $8 | $3,552-99.8% | $3,868-99.8% | $2,726-99.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |