Filed November 22, 2024
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.
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 | $1,665 | $62,624-97.3% | $177,989-99.1% | $77,643-97.9% |
| Participation rate | 90.6% | 66.8%+23.8pp | 77.1%+13.6pp | 70.6%+20.1pp |
| Annual return | 0.00% | 16.16%-16.2pp | 294.48%-294.5pp | 31.24%-31.2pp |
| Employer contribution / active EE | $673 | $1,909-64.7% | $3,949-82.9% | $2,726-75.3% |
| Participant deferral / active EE | $0 | $4,219-100.0% | $6,276-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,363-100.0% | $430-100.0% |