Filed November 16, 2023
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.
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 | $26,199 | $107,741-75.7% | $96,576-72.9% | $79,634-67.1% |
| Participation rate | 84.9% | 79.1%+5.8pp | 81.4%+3.4pp | 62.5%+22.4pp |
| Annual return | 17.95% | 19.24%-1.3pp | 38.47%-20.5pp | 36.46%-18.5pp |
| Employer contribution / active EE | $3,017 | $2,991+0.9% | $3,553-15.1% | $2,529+19.3% |
| Participant deferral / active EE | $0 | $7,899-100.0% | $7,956-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,150-100.0% | $11,381-100.0% | $1,002-100.0% |