Filed October 21, 2021 (most recent of 3 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,461,989 | $89,282+6017.6% | $94,646+5671.0% | $74,419+7239.6% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 70.7%-70.7pp |
| Annual return | 13.27% | 25.96%-12.7pp | 156.71%-143.4pp | 34.38%-21.1pp |
| Employer contribution / active EE | $5,208 | $3,022+72.3% | $3,672+41.8% | $2,637+97.5% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $7,231-100.0% | $348-100.0% |