Filed December 5, 2019
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 7-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 | $6,262 | $61,214-89.8% | $83,333-92.5% | $56,287-88.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.63%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $6,262 | $1,925+225.2% | $3,379+85.3% | $2,111+196.6% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |