Filed September 30, 2022 (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 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.
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 | $1,182,861 | $95,274+1141.5% | $135,903+770.4% | $74,419+1489.5% |
| Participation rate | 0.0% | 78.2%-78.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 1.01% | 32.77%-31.8pp | 68.23%-67.2pp | 34.38%-33.4pp |
| Employer contribution / active EE | $3,489 | $3,874-10.0% | $4,856-28.2% | $2,637+32.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |