Filed December 20, 2021
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,579 | $100,923-18.2% | $150,045-45.0% | $74,304+11.1% |
| Participation rate | 56.6% | 70.1%-13.5pp | 82.3%-25.7pp | 60.3%-3.7pp |
| Annual return | 29.03% | 51.77%-22.7pp | 62.55%-33.5pp | 29.43%-0.4pp |
| Employer contribution / active EE | $2,625 | $3,463-24.2% | $4,693-44.1% | $2,241+17.1% |
| Participant deferral / active EE | $7,959 | $6,709+18.6% | $7,997-0.5% | $3,767+111.3% |
| Admin fee / account holder | $6 | $2,767-99.8% | $13,435-100.0% | $2,969-99.8% |