Filed April 8, 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.
See the 5-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,934 | $46,173-13.5% | $170,442-76.6% | $69,631-42.6% |
| Participation rate | 14.6% | 63.9%-49.3pp | 83.6%-69.0pp | 70.7%-56.1pp |
| Annual return | 19.13% | 21.62%-2.5pp | 205.93%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,149 | $2,080-44.8% | $4,939-76.7% | $3,224-64.4% |
| Admin fee / account holder | $50 | $116-56.8% | $13,880-99.6% | $110-54.6% |