Filed February 2, 2022
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,632 | $46,732-40.9% | $156,549-82.3% | $55,167-49.9% |
| Participation rate | 52.1% | 65.8%-13.7pp | 84.0%-31.9pp | 69.0%-16.9pp |
| Annual return | -14.40% | 17.72%-32.1pp | 32.23%-46.6pp | 169.23%-183.6pp |
| Employer contribution / active EE | $531 | $2,105-74.8% | $5,501-90.3% | $1,963-72.9% |
| Participant deferral / active EE | $1,230 | $2,204-44.2% | $4,871-74.8% | $3,054-59.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |