Filed December 20, 2021
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,588 | $101,499-34.4% | $147,005-54.7% | $74,546-10.7% |
| Participation rate | 60.3% | 75.5%-15.2pp | 82.2%-21.8pp | 67.2%-6.9pp |
| Annual return | 19.01% | 8732.34%-8713.3pp | 418.76%-399.8pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $2,395 | $3,811-37.2% | $4,934-51.5% | $2,624-8.7% |
| Participant deferral / active EE | $7,196 | $7,304-1.5% | $8,070-10.8% | $4,347+65.5% |
| Admin fee / account holder | $8 | $1,748-99.6% | $13,006-99.9% | $1,944-99.6% |