Filed April 26, 2021 (most recent of 4 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.
Participant contribution per participant 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 | $0 | $107,459-100.0% | $135,903-100.0% | $80,160-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 81.9%-81.9pp | 72.9%-72.9pp |
| Annual return | 0.00% | 91.91%-91.9pp | 68.23%-68.2pp | 40.38%-40.4pp |
| Employer contribution / active EE | $18,324 | $3,877+372.6% | $4,856+277.3% | $2,978+515.4% |
| Participant deferral / active EE | $666 | $8,195-91.9% | $7,758-91.4% | $5,017-86.7% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |