Filed November 27, 2020 (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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,375 | $107,459-45.7% | $135,903-57.0% | $80,160-27.2% |
| Participation rate | 68.0% | 78.0%-10.1pp | 81.9%-14.0pp | 72.9%-5.0pp |
| Annual return | 0.00% | 91.91%-91.9pp | 68.23%-68.2pp | 40.38%-40.4pp |
| Employer contribution / active EE | $8,390 | $3,877+116.4% | $4,856+72.8% | $2,978+181.8% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |